AADMM - Daily Money Management Business

Who Should Attend:

AADMM offers this one-day workshop for those who are considering DMM as a career or those who are new to the profession. The Workshop will be offered six times in 2008. Members attend at a special discounted rate. If you attend at the non-member rate and subsequently join AADMM within a month of the Workshop, the membership fee will be discounted by $25. The day-long event includes a networking lunch.

The purpose of this session:

The workshop sets forth the components needed to perform the duties of a DMM on a day-to-day basis. At the end of this session, you should be able to:

Explain what Daily Money Managers do
Identify the traits and skills needed to be an effective Daily Money Manager
Understand the next steps you need to take to establish or build your client base
Understand what steps you need to take to jump-start your business.

What Will It Cost:

Pricing has not been determined for 2008 workshops, but during 2007, the workshop was offered at a rate of $240 for members of AADMM and $275 for non-members. Non-members that subsequently join AADMM within a month of the workshop, receive a $25 discount on the membership fee. The 9:00 am to 4:00 pm session includes a networking lunch. For those who arrive the night before, there is a special group rate available at our meeting site hotel. See the hotel information for each location to learn rates and reservation deadlines.

Program Outline:

What is Daily Money Management
Skills and Traits Needed
What do DMM’s Do All Day
Defining Your DMM Business
Starting Your DMM Business
Growing and Marketing Your DMM Business
Fees, Pricing, and Billing Practices
Ethical Considerations
What AADMM Can Do For You

Dates:

Six sessions of this introduction to daily money management are planned for 2008. They are tentatively scheduled as follows:

Saturday, May 3 – Chicago, Illinois
Four Points Sheraton Chicago O’Hare Airport, 10249 West Irving Park Road, Schiller Park, IL 60176
To make reservations call: 847-671-6000 (Do not make reservations online)
The discounted group rate is $95 per night single or double (plus 11.5% local taxes). You must mention AADMM.

Saturday, June 21 – St. Louis, Missouri
Hilton St. Louis Airport, 10330 Natural Bridge Road, St. Louis, MO 63134
To make reservations call: 800-314-2117 (Do not make reservations online)
The discounted group rate is $94 per night single You must mention AADMM

Saturday, July 26 – Providence, Rhode Island
Sheraton Providence Airport Hotel, 1850 Post Road, Warwick, RI 02886
To make reservations call: 401-738-4000 (Do not make reservations online)
The discounted group rate is $119 per night single/double, plus tax (currently 13%). You must mention AADMM.
Registration Form | Hotel Information | Faculty

Friday, November 7 – Orlando, Florida
(In conjunctions with the Annual Conference)
Embassy Suites - Jamaican Court, 8250 Jamaican Court, Orlando, FL 32819
To make reservations call: 800-327-9797 (Do not make reservations online.)
The discounted group rate is $145 for a single/double plus local taxes (currently 12.5%). The rate includes a complimentary cooked-to-order breakfast and Manager’s Reception each evening. You must mention AADMM.
Registration Form