This presentation provides practical guidance on creating clear, professional, and legally sound client notes.
Attendees will learn what to document, when to document it, and how to maintain ethical and confidential records that support client care, facilitate collaboration with other professionals, and ensure accurate billing.
We are extending this webinar to 90-minutes to leave time for case scenarios and some applied practice. This will be an excellent presentation for both new and experienced DMMs.
CEU: This session is approved for CEU credit: 1 hour, Standards of Practice and 0.5, Ethics.
Presenter:
Julianne Miller, AFC®
Life Money Management LLC
Financial Coach & Daily Money Manager
Julianne Miller, AFC®, is a Financial Coach and Daily Money Manager with years of experience helping women simplify their finances, eliminate overwhelm, and feel confident managing money—especially during life transitions. Her step-by-step style brings clarity and peace of mind to those navigating complex financial lives.
Registration: Register online.For assistance, contact AADMM Registration Office, email info@aadmm.com
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