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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
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.