NAPO SFBA Monthly Meeting: Daily Money Management: A Valuable Resource for Your Clients
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NAPO SFBA Monthly Meeting: Daily Money Management:  A Valuable Resource for Your Clients

We know the stress and financial cost disorganization can cause. Clients who feel overwhelmed in their homes often struggle with paperwork and money management too. This is where Daily Money Managers (DMMs) step in.

 Export to Your Calendar 11/12/2025
When: Wednesday, November 12, 2025
6:30 pm – 8:30 pm PST
Where: Zoom
United States
Presenter: DANA ARKINZADEH
Contact: Jen Cazares
president@napo-sfba.org


Online registration is available until: 11/12/2025
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NAPO SFBA: Daily Money Management: A Valuable Resource for Your Clients

NAPO SFBA: Daily Money Management: A Valuable Resource for Your Clients

Event Details

We know the stress and financial cost disorganization can cause. Clients who feel overwhelmed in their homes often struggle with paperwork and money management too. This is where Daily Money Managers (DMMs) step in.

Learning Objectives
  • The range of services Daily Money Managers provide
  • The types of clients who benefit from DMM support
  • How and when to make referrals to a trusted DMM colleague
  • Resources available through AADMM (American Association of Daily Money Managers), now an Alliance organization with NAPO Come away with practical knowledge to better support your clients and add value to your organizing services.

Dana ArkinzadehSpeaker: Dana Arkinzadeh

Dana Arkinzadeh has been helping seniors and families in the East Bay for more than 23 years through her company, DMA Organizing & Moves. Her team provides downsizing, decluttering, and home organizing services—and now also offers Daily Money Management (DMM).

Dana oversees business operations and works directly with DMM clients, while her two longtime employees focus on hands-on organizing and move management. DMA serves most of Alameda County and the Lamorinda corridor, bringing clarity and calm to clients' homes and finances.

Fees

NAPO Members: Free
Guests: $30

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