Daily Money Managers, Care Managers and Professional Organizers: Working As a Team
Presenters: Lisa M. Berlin, MBA, Certified Professional Daily Money Manager and President of Taking Care of Business, Inc. and Jessica Rowe, LCSW-C, Certified Care Manager, Certified Advanced Social Work Case Manager and Owner of Jessica Rowe Eldercare Consulting
Professional Organizers (PO’s), Daily Money Managers (DMM’s) and Care Managers (CM’s) all work in professions that are not well known or understood. Yet there is great synergy between us, because many of our clients will need one or all of us at some time in their life. Each of us can be a “hero” to our clients, when we are able to provide a referral that will give them the help they need.
Our focus will be on the specific services provided by each profession, and what signs to look for when a referral might be helpful, so you are not overwhelmed and your client has the benefit of a team that is working together.
Come hear about how Daily Money Managers and Care Managers can work with you, to cover a larger spectrum of client needs and complement the work you do.
PLEASE RSVP if you are attending.