The Benefits of Daily Money Management for Older Adults

JOIN US and our Orion experts: Rebecca Eddy, Jacob Gordon, John Kennedy, and Amy Jo Neill and get to know the many ways that Daily Money Managers (DMM) can help your clients.

• What things do DMMs do that you never knew? … You would be surprised…..
• Who are DMMs’ clients?
• What changes have occurred in the DMM profession?
• How can professionals coordinate with each other for the best client outcomes?
• Red flags that indicate help from a DMM might be needed.

SPEAKER: Rebecca Eddy, Personal Finance Manager, Eddy & Schein Group
Rebecca Eddy is one of the original Orion members and co-founded Eddy & Schein 25 years ago. She and her team have had a wide range of experiences while serving elders, which she looks forward to sharing. Rebecca also leads courses and webinars for other daily money managers and gives presentations on how to be prepared as we age.

SPEAKER: Jacob Gordon, Vice President, New York Financial Organizers, Inc
Jacob Gordon is an Orion member, a Certified Daily Money Manager and co-owner of New York Financial Organizers serving clients in the Greater New York area, with expertise in serving in a fiduciary capacity and trust and estate administration. He is from New York and lives in Brooklyn with his wife and son.

SPEAKER: John Kennedy, Certified Daily Money Manager, JK Daily Money Management LLC
With 25+ years of financial experience, John started JK DMM in 2017 to help individuals manage their day-to-day financial affairs. He has volunteered for several programs within the NYC DFTA, is an Orion member, a Certified Senior Advisor, and a Certified Daily Money Manager.

SPEAKER: Amy Jo Neill, President and Founder, the ANA Group
Amy Jo Neill founded The ANA Group in 2010. She is a Daily Money Manager and fiduciary. Her team of seven women serves clients and the tri-state area and beyond.

HOSTED BY:

305 West End Assisted Living
305 West End Ave, NYC 10024