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HomeEventsZoom Program: What Is a Daily Money Manager? Sept. 12, 2:30-3:30 pm, LFV Members/Volunteers Only

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Zoom Program: What Is a Daily Money Manager? Sept. 12, 2:30-3:30 pm, LFV Members/Volunteers Only

Tuesday, September 12, 2023, 2:30 PM until 3:30 PM
Additional Info:
Event Contact(s):
Margaret Warker
Registration is required
Payment In Full In Advance Only
No Fee
No Fee
No Fee

What is a Daily Money Manager?

Tuesday, September 12

2:30-3:30 pm, via Zoom

Sharon Zissman with Everyday Money Management will talk about the role of a professional Daily Money Manager (DMM) and define their financial assistance tasks. DMMs are known for assisting with weekly, monthly, and episodic financial tasks such as reviewing bills and writing checks, balancing the checkbook, making bank deposits, and collecting tax information, among other tasks. Sharon will review how this professional field has grown as our population has aged.  Differences between this profession and other financial service providers, and qualities to look for when retaining DMM services will also be discussed.


This one-hour program is open to LFV and FHNN members and volunteers as part of our collaboration.

Only for LFV Members & Volunteers

Collaboration between Little Falls Village & Friendship Heights Neighbors Network.


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"Little Falls Realty"
Martin Conroy

June Gardner


Sue Erim, Director of Sales

Glen Echo Fire Dept.


Fox Hill, Bethesda MD 20817

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Little Falls Village  4701 Sangamore Rd, S-232, Bethesda, MD 20816  
301 )320-3267