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.

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Friday - March 28, 2025

9:00 a.m. - 10:00 a.m. - VIRTUAL

$50.00 - Non-Members

FREE - Members
(Click HERE for more information on Membership)

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Applied for CEU, CLE, and CTFA

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SPEAKER BIO:

Jennifer Shulman, MBA, CDMM
Owner and Principal of Simply Balanced Solutions, LLC
 
Jennifer recognized the need of individuals and their families managing their personal finances. Whether due to medical challenges, loss of a loved ones, or time constraints, financial related items were being overlooked. 

• B.S. in Accounting from the Fisher School of Accounting at the University of Florida
• MBA from Saint Leo's University
• Certified Daily Money Manager (CDMM®)
• AADMM (American Association of Daily Money Managers) Former Board Member (Treasurer / Secretary)
• Professional Fiduciary Council of Florida
• Pinellas County Estate Planning Council: Former Board Member 

Jennifer’s initial accounting career in public and corporate accounting provided the foundation of her expertise, organization and accountability which she continues to employ in all aspects of her professional life. 

• Jennifer was born and raised in St. Petersburg, Florida. She enjoys spending time with her family in her role as Wife, Mom, Daughter, and Granddaughter.
• She lives in St. Petersburg with her husband Josh, son Jacob, and their Goldendoodles: Dunkin and Penny. 
• Jennifer volunteers with Project Prosper, an organization that provides financial assistance to refugees and immigrants. 
• While financial balance is important, personal balance is equally as important. To that end, Jennifer practices Tai Chi to maintain her personal balance.