CONVERSATION WITH A CERTIFIED DAILY MONEY MANAGER What are they, and why Professional Fiduciaries should understand their services! presented by: Jennifer Shulman Simply Balanced Solutions This presentation is designed to equip Professional Fiduciaries with a comprehensive understanding of Certified Daily Money Managers (CDMMs). It will delve into the specialized services these professionals provide, emphasizing their role in managing personal financial matters. Additionally, the presentation will highlight the significance of certification, underscoring the rigorous qualifications, extensive training, and ethical standards required to achieve this professional designation.