Joel Catania Joel L. Catania, manager of Personal Solutions, LLC of Garden City was among the financial specialists from across the United States who participated in the 2006 Annual Conference of the American Association of Daily Money Managers held November 10-12 in Baltimore, MD. The Conference featured sessions that provided professional Daily Money Managers with important information to assist their clients on such topical issues as fraud prevention, reverse mortgages and long term care insurance, as well as presenting techniques to enhance their business operations and facilitate services. Ethics and communication skills in dealing with clients were an important focus. Prior to the Conference opening, AADMM held a Business Basics Workshop, which is an introduction to daily money management services and practices that allows newcomers to the field to learn from experienced practitioners.

The AADMM is a membership organization comprised of more than 500 individuals and businesses that provide daily money management services directly to their own clients. Their services meet a broad spectrum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. The membership is committed to promoting high standards for client services provided by individual daily money managers, and to supporting the growth of the daily money management industry, in numbers of providers, in recognition of the field, and in the quality of services provided. Information about the AADMM, including the Code of Ethics and frequently asked questions, is available at www.aadmm.com.