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To sign up for a recorded webinar, select the Register Now link. Complete and submit the registration form with payment to the AADMM Business office. After your registration is processed, you will receive an email confirmation with an access link to the webinar(s). PDMM credits are not offered with recorded webinars.
Navigating the Ethical Dilemmas of a Daily Money Management Business: Presented by Lisa Montanaro, Certified Professional Organizer, Business & Life Coach, Motivational Speaker, Author; LM Organizing Solutions, LLC
Are you aware of the types of ethical dilemmas experienced by daily money managers in the operation of their businesses? Based on case studies and led by a business coach-attorney, this webinar will identify some of the most common ethical dilemmas affecting daily money managers, including those that may rear their ugly head with clients, with peers, or with the general public. Understand the differences between ethical issues and legal ones, become more familiar with what to do when faced with an ethical issue, know where to report ethical issues, and what to do when the issue rises to a legal one. Participants will learn how to implement best practices, ways to avoid facing ethical issues, and alternative methods for resolving such issues if they should arise. After listening to this webinar, registrants should be able to:
- Identify common ethical issues that may arise when providing daily money management services to clients;
- Identify common ethical issues that may arise when running a daily money management business and interacting with peers and the general public;
- Understand the difference between ethical issues and legal ones;
- Become more familiar with what to do when faced with an ethical issue;
- Know where to report ethical issues;
- Know what to do when an issue rises to the level of a legal one.
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Medical Identity Theft: Awareness, Consequences, Costs, and Prevention: Presented by Linda Vincent, RN.PI., Vincent & Associates
Medical identity theft is a growing threat in the nefarious world of identity theft. Although it is not as well-known as financial identity theft, the impact of medical identity theft is long-lasting and life-threatening. It affects one in four Americans and accounts for three percent of all identity theft cases, or approximately 250,000 cases per year. With only one arrest made in every 700 cases, medical identity theft costs consumers and businesses nearly $60 billion each year. Unfortunately, the financial costs of medical identity theft are only part of the problem. In addition to the devastating economic ramifications, medical identity theft can literally be a matter of life and death. An incorrect entry such as an allergy or blood type in the medical records of a victim can lead to serious reactions or death. This informative, unforgettable presentation takes participants step-by-step through the dangers physicians, patients, and businesses face, as well as tried and true strategies for preventing medical identity theft. Participants will learn:
- Common tactics thieves use to gain access to personal information
- How to spot medical identity theft
- Latest scams
- Strategies to implement to prevent medical identity theft
- Immediate actions to take if you become a victim
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From Paper to the Cloud: Digitizing Financial Records: Presented by David L. Haase , Vice President, Social Media & Content, Integrated Web Strategy
The best of us keep boxes and file cabinets of old financial records, from bank statements to lists of investments to insurance policy numbers written on the back of an envelope. This is time-consuming, inefficient and expensive. Digital media (from DVDs to USB drives to the ‘cloud’) make that unnecessary. Learn how to create, convert and keep financial records on digital media. This webinar will cover:
- Why digital records beat paper records
- Pros & cons of all of the major digital media, including the elusive “cloud”
- The power of PDF documents
- How to pick a printer or scanner for digitizing
- What the “cloud” is, how you already use it now and record-keeping services “up there”
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The Daily Money Manager's Role in Helping Clients Become Medicaid Eligible: Presented by Rebecca R. Eddy, PDMM, Partner, Eddy & Schein In-Home Administrators for Seniors®
While States vary in Medicaid benefits for seniors, the role of the DMM is basically the same, and every DMM should know what the long-term health care options are for their clients (self pay, long-term care insurance, Medicaid) and how to help them prepare. The role of DMMs can often be critical in making Medicaid eligibility happen since DMMs have the day-to-day in-home interaction with the client. Participants will learn:
- Why DMMs need to know about Medicaid
- Where to go for resources to be more educated about eligibility and requirements in each state
- How to identify clients who might be candidates for Medicaid
- When to begin work on making a client Medicaid eligible
- How to build a team to help a client become Medicaid eligible
- What the role is of the DMM in the process of a client becoming Medicaid eligible
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Supporting the Executor of an Estate: Presented by Anne DeNovo, Attorney
This webinar will provide an overview of the steps in administering an estate and the services a daily money manager can provide to support the executor of the estate. The DMM's role in supporting the executor begins with gathering information while the client is alive and making sure that the client has the appropriate planning documents in place. Participants will learn about the steps in the probate process, the difference between probate and non-probate assets, the specific services that DMMs can and should provide, potential pitfalls for DMMs, and the division of responsibilities among attorneys, accountants, daily money managers and other professionals. The program will also include a discussion of income tax and estate tax issues for estate.
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New Ideas for Helping Clients with Spending – Saving and Changing Money Management Behaviors: Presented by
Jo Ann Linck, Accredited Financial Counselor, The Money Team
This seminar is designed to help Daily Money Managers add some aspects of financial counseling to their services for clients. Managing money requires choices. Part of the session will cover “solution focused counseling” and the rest will explain techniques DMMs can use to assist clients in gaining control of spending, saving and debt. Participants will learn:
- The importance of wants, needs and values when understanding money management behaviors.
- How cash flow analysis helps to develop a spending plan.
- How to develop a spending plan that will allow the client to get from paycheck to paycheck, pay bills and eventually get out of debt.
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Complex Medical Bills and Claims: Presented by Becky Stephenson, President/CEO, VersaClaim, Inc.
Health insurance bills and claims can be very complicated. Even people with health insurance may have many bills or complicated denied medical claims. Medical claims advocacy is a very specialized form of patient advocacy. This webinar will inform participants about medical claims advocacy and describes the work of a medical claims advocate and how it may benefit clients of AADMM professionals. The webinar will cover:
- How to recognize signs of medical claims issues with clients.
- How to define a Medical Claims Advocate and their areas of expertise.
- How to know if your client needs an advocate.
- Where to find a reputable advocate, what to look for and questions to ask.
- Tips for DMMs on how to organize and prepare the client in order to save healthcare dollars.
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Organizing Your Clients: Presented by Diane Smith, President, Simple Work Solutions, LLC.
This webinar will cover topics such as helping clients eliminate office clutter, how to plan good working space, develop efficient office systems (communication, filing, supplies, etc.) and how to manage tasks and time. Participants will learn better ways to help their clients with their office organizing. They will learn more efficient ways to handle the day to day tasks to assure more work in less time. The information gained in this seminar will help clients in their home offices and business offices. They will learn different ways of handling paper, records, communication, and technology and time management.
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Short Sales and Your Clients: Presented by Linda Weathers, Broker/Owner, SA Short Sale Services
Participants will learn the latest on the short sale real estate market:
- What your clients need to know for their real estate portfolio.
- How a short sale can help the bleeding if clients are upside down or behind on the mortgage.
- What lenders are doing and what are the options.
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Building Your Business Through Networking and Referrals: Presented by Adrian Miller, President, Adrian Miller Sales Training
Building Your Business Through Networking and Referrals is a highly practical and results driven webinar that will provide tips, tricks and techniques for you to get the most ROI (return on investment) and ROT (return on time) from your networking and business building initiatives. Think you’ve heard it all before? Think again and be prepared to take away information that you can put to work Immediately! Participants can expect to walk away with the following information and more:
- Best practices for networking including developing a networking “game plan”, tips for overcoming shyness, your “15-second pitch” and much more
- Getting the best return on time: how to stay “on the grid” with referral sources and prospects
- Developing your personal brand and why it is critical to your success
- The process of business development: how to effectively develop new business while busy working with clients and executing your existing business
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Six Scams Targeting Seniors: Presented by Chris DeBarres, Co-Owner, Help Unlimited, Inc.
Senior citizens remain prime targets for fraud and exploitation. “Six Scams Targeting Seniors” picks apart the most common scams currently being used to defraud older individuals, as reported by media, law enforcement, and consumer advocacy groups. Participants will gain awareness about the scams, an understanding of why scams work, how to recognize the common features of scams and frauds, and some useful “quick responses” to share with their clients when confronted with a scam.
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FREE: Introduction to Daily Money Management
Considering a career in daily money management? Click here to listen to our free recorded webinar to learn more about the profession and see if it may be a good fit for you.
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