Partnering for Financial Peace of Mind:
How Daily Money Managers Support Your Clients

7:00 PM (Eastern) / 6 PM (Central) / 5 PM (Mountain) / 4 PM (Pacific)
1.25 hours

Event Info

As a professional organizer, you know that managing physical clutter often goes hand-in-hand with managing financial chaos. Daily Money Managers (DMMs) are trusted professionals who specialize in helping clients stay on top of everyday financial tasks—paying bills, organizing tax records, balancing checkbooks, and reviewing medical bills—freeing up mental space and reducing stress.

This session will introduce you to the world of DMMs and show how their services can complement your work, especially when working with seniors, individuals with disabilities, and overwhelmed professionals. We'll explore how DMMs not only help maintain accurate financial records, but also offer services like notary work, payroll management, healthcare advocacy, and fiduciary roles such as trustee or power of attorney.

You’ll also learn how DMMs often act as a vital bridge to community resources and services—connecting clients to everything from Medicare benefits and Meals on Wheels to senior move specialists and aging life care professionals. Discover how collaborating with a DMM can enhance your service offerings, bring greater value to your clients, and create meaningful, mutually beneficial partnerships.

Learning Objectives

• Understanding Daily Money Management;
• Qualifications/Skill set(s) of Daily Money Managers;
• Why someone might hire a Daily Money Manager; and
• How Daily Money Management might intersect with the services you provide to your clients.

Presenter: Tara Simmons

Vintage Financial Care is dedicated to supporting seniors and their advocates by providing professional, personalized financial and accounting services throughout Southwest Pennsylvania. Founded in the mid-2000s, the practice has been owned and led by Tara Simmons since 2020.

Tara brings over 20 years of experience in financial management and operations within the nonprofit sector in Southwestern PA. Before taking the helm at Vintage Financial Care, she served as Chief Operating Officer at a local foundation and has directed client services and overseen technology projects for various community organizations.

As a member of the American Association of Daily Money Managers, Tara is committed to building compassionate, trusting relationships with her clients. Her work is grounded in empathy and expertise, enabling her to effectively assist seniors and their families with all aspects of daily money management.

Fees

Virtual Chapter Members: $0
Guests: $30

NOTE: The meeting recording is available for members only. Guests will not receive access to the meeting recording.

*All Virtual Chapter speaker presentation handouts and Virtual Chapter meeting links are exclusively for Virtual Chapter members in good standing. Sharing of handouts, document links, and code words will result in disciplinary action and possible dismissal from the Virtual Chapter.

Return to NAPO Virtual Website