Former Port financial planner leads workshop
Dallas W. Coffman served as a subject matter expert in September for Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP certification examination. He participated in an Item Writing Workshop in San Diego, Calif, which focused on writing examination questions targeting the job tasks that define the work of the certified financial planner profession.
The job tasks were identified and verified through an extensive job analysis survey of certified financial planner practitioners conducted in 2009 by the CFP board.
Coffman grew up in Newburyport and graduated from Newburyport High School in 1975. A 1979 graduate of Bentley College in Waltham, he now lives in North Reading. He is a branch manager with LPL Financial. He founded Whitman Financial Services LLC in 1983 and has been located in Wakefield ever since. He can be reached at 781-246-0902 or by email at firstname.lastname@example.org.
Stehlin volunteers at Salvation Army
Sheila Stehlin, an Ameriprise financial adviser from Newburyport, recently joined forces with her colleagues, clients, family and friends to help fight domestic hunger. On Nov. 18, the group of 15 participants volunteered at the Newburyport Salvation Army, where they assisted in the holiday effort to feed the hungry. The event was part of a national day of service organized by the company. Ameriprise financial advisors, staff and employees across 47 states have committed to volunteering at approximately 320 hunger relief organizations in their local communities.
Aligned with its giving priority of meeting basic needs, Ameriprise Financial began a charitable partnership with Feeding America in 2009, which includes both financial and volunteer-based support for the nonprofit and other hunger relief organizations. The goal of the partnership is to help meet an increased demand on food banks and work toward finding long-term solutions to domestic hunger. Through the efforts of its advisers, employees, retirees and clients, the company has provided more than 20 million meals, raised more than $3 million and volunteered approximately 50,000 hours in support of domestic hunger relief.