The Learning Never Stops!

Published on:
Sat, 15 Nov 2014

I am so excited to be in Charleston, SC this weekend for the Annual Conference of the American Association of Daily Money Managers, As a member of the planning committee for the past two years, I have worked closely with other Daily Money Managers to bring knowledgeable and experienced presenters to the conference.  

Today I attended an excellent workshop on Quicken with Nanette Duffy, She is Georgia’s 1st Professional Daily Money Manager, and is the Founder of Organized Instincts

.  Quicken is the financial software that is used by many DMMs for bill paying and maintaining financial records. I use Quicken in my work with clients, and look forward to implementing the new skills I learned today! Tomorrow, there is a workshop on Financial Elder Abuse and Fraud, and on Sunday, I will be the host for our DMM Ethics panel, where experienced DMMs will answer questions about ethical dilemmas that may be encountered in the course of their work with clients. I enjoy meeting new DMMs from all over the country, but even more importantly, I attend the annual AADMM conference to learn new techniques and best practices which enable me to provide the best services possible to my clients!