In this VIRTUAL workshop, you will learn:

  • What is Daily Money Management?
  • The top benefits of using a Daily Money Manager
  • Who should consider using a Daily Money Manager?
  • How to find & screen a Daily Money Manager
  • How Daily Money Managers practically integrate in daily living
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Presented by

Roxanne Dudicz

Certified Public Accountant

About Roxanne: Roxanne Dudicz, CPA is the owner of CPA for Seniors, a professional finance management firm in Grand Rapids. The team of accountants provide day-to-day personal bookkeeping & reporting services to older adults and their families to prolong their independence and foster quality financial decision making. Roxanne spent time in public accounting & private industry before starting the company 17 years ago.



Sign up now and join us for this Visiting Expert Series ZOOM Webinar. Once you have registered, you will receive an email with details on how to access the webinar.

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Two hours that can change your life.

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Find a workshop location near you: