Dallas W. Coffman, Clu®, Chfc®, Ea, Cfp® Email & Phone Number

North Reading, Ma, Us

www.trustustoday.comFinancial planning offered through WHITMAN FINANCIAL SERVICES, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.Comprehensive Wealth ManagementInvestment ManagementComplex Tax Planning StrategiesFinancial ConsultingRetirement PlanningEstate and Wealth Planning StrategiesRisk Management

WHITMAN FINANCIAL SERVICESAn Independent Registered Investment Adviser not affiliated with LPL FINANCIALComprehensive Wealth ManagementInvestment ManagementComplex Tax Planning, Preparation and AuditFinancial ConsultingRetirement PlanningEstate and Wealth PlanningRisk Management

San Diego, Ca, Us

FINRA Series 1, 6, 7 & 63 Registered

San Diego, Ca, Us

FINRA Series 24 Registered through LPL Financial • Former Adjunct Faculty: THE COLLEGE FOR FINANCIAL PLANNING (Denver)THE AMERICAN COLLEGE (Bryn Mawr)NORTHEASTERN UNIVERSITY (Boston)Instructing: Advanced Income Tax Preparation; Investments; Financial and Estate Plan Applications.• Quoted: Newsweek, The New York Times, The Boston Globe, Sylvia Porter’s Personal Finance, The Washington Post, Financial Planning Magazine, WBZ TV-4 News, Dow Jones, The Detroit News, The Des Moines Register, The Chicago Tribune, Wealth Manager Magazine.• Published: Taxation for Financial Planning, National Underwriter, Cincinnati -- United Press Syndicate.Specialties: Investment management, retirement planning, cash management, business planning, tax planning, preparation and audit, estate & wealth planning, risk management.

Washington, Dc, Us

https://www.cfp.net/about-cfp-board/councils-and-commissions/disciplinary-and-ethics-commissionThe Disciplinary and Ethics Commission is charged with reviewing and taking appropriate action with respect to alleged violations of the Code of Ethics and Standards of Conduct and conduct reviewed pursuant to the Fitness Standards for Candidates and Professionals Eligible for Reinstatement.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Washington, Dc, Us

Group Leader for national Item Writing workshops and Subject Matter Expert (SME) for Examination Review.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Washington, Dc, Us

https://www.cfp.net/about-cfp-board/volunteers/volunteer-opportunities/council-on-examinationsThe Council on Examinations is a volunteer group of seven CFP® professionals that serve as primary subject matter experts for the CFP® Certification Examination and provides CFP Board with recommendations regarding the development, administration and scoring of the exam consistent with best practices in high stakes testing and certification organizations. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Roseville, Ca, Us

Selected to individually host various national and international corporate and university Employee Assistance Program (EAP) sessions via Zoom on various and timely financial topics including:Adjusting Your Finances During Challenging Economic TimesUnderstanding Tax ReturnsInvesting Education for BeginnersDreaming of RetirementThe Financial Wellness PlaybookBuilding Financial ResilienceEstate Planning Financial BasicsAudiences include employees of AMERICAN RED CROSS, ARAMARK, ARCONIC, FAA, FLOUR MARINE, IBM, JAM CITY, MAGNIT GLOBAL, REGENT UNIVERSITY, ROBERT BOSCH, SAP, VISION BENEFITS, WASTE MANAGEMENT and others.

Lakewood, Co, Us

https://www.nspeast.org/board-members.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Turnkey responsibility for financial accounting & control, Form 990 Exempt Organization tax preparation, and special projects in full compliance with FINRA Rule 3241. Member of Finance and Long Range Planning Committees, Reporting directly to the Eastern Division Director, Board of Directors, and Finance Committee.The Eastern Division of the National Ski Patrol is made up of over 10,800 dedicated men and women from diverse backgrounds who share the same passion and love for skiing and want to join that passion with the ability to help or assist their fellow skiers and snowboarders who may be in trouble.The Eastern Division includes 160+ Alpine and Nordic ski areas in 11 states from Maine to West Virginia in 15 regions throughout the Northeastern United States:Central New York RegionConnecticut RegionEastern New York RegionEastern PennsylvaniaEMARI Region (Eastern Massachusetts and Rhode Island)Genesee Valley RegionMaine RegionNew Hampshire RegionNew Jersey RegionNorthern Vermont RegionSouthern New York RegionSouthern Vermont RegionWestern Appalachian Region (Western Pennsylvania, Maryland, and parts of West Virginia)Western Massachusetts RegionWestern New York Region

Lakewood, Co, Us

• Appointed by Melinda L. Mingus, MD, NSP EASTERN DIVISION Safety Supervisor to lead a new Patroller Stress Awareness Training (PSAT) Task Force. https://www.nspeast.org/safety.html"An abnormal reaction to an abnormal situation is normal behavior." ~ Viktor Frankl"Seeking help is not a sign of weakness, but a sign of strength." ~ Eric SnyderTask Force Members: John BrownRobert M. CasselloCharles R. EpsteinJeffrey D. Freedman, PhDBryant F. Hall, NRPMelinda L. Mingus, MDOliver (Ollie) D. Neith, MSWMark L. Parr (Emeritus)Jesse I. RemmeyKaren RobosEric J. Snyder, EMTVision: We will improve patroller awareness of CISI (Critical Incident Stress Impact) by educating and helping patrols develop pre-incident preparedness for CISI.Mission: We will accomplish these goals in these specific steps and present to ED Boardfor review by mid to late summer 2020:A. Survey ED Patrol Directors to learn currently used CISI processesB. Create and deploy CISI education awareness and pre-incident preparedness programs forED patrols using recognized and accepted terminology from the International CriticalIncident Stress Foundation (ICISF) to promote awareness and preparation for CISI in avariety of formats, including: • Webinars and videos • Powerpoint presentations • Printed media • Online informational and self-help library (bit.ly/NSPCIS)C. Create Stress Continuum and Covid-19 Stress Continuum wallet-cards, withcontext (explanation) on the back to aid educational awareness and preparedness forpatrollersD. Collaborate with local CISM (Critical Incident Stress Management) resources including: • Validate contact data for local & state resources; identify geographical voids, if any • Confirm their agreement to service patroller First Responders • Establish a patroller liaison within each region to interface with available resources

Lakewood, Co, Us

https://www.nspeast.org/division-advisors.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NSP Safety Team Mission StatementThe NSP Safety Team is comprised of industry leaders and experts in education and mountain safety for employees and guests. The Team upholds NSP’s mission and represents all NSP members by demonstrating the highest level of patroller skills and commitment to creativity and integrity.NSP Safety Team Vision StatementThe NSP Safety Team will be the leader in mountain safety, education, awareness and hazards reduction.Safety Team member responsibilities include:Promotion of safety for patrollers, resort employees and the publicRepresentation of division interests to national committeesDistribution of safety itemsPromotion of Safety Week and Safety MonthCollaboration with PSIA/AASI, NSAA and regional ski associations to achieve and maintain consistent safety messagingPromotion and support of NSP programs, events and initiativesPromotion and support of NSP and Safety Team sponsorsSupport of safety awareness issues and trends within the snowsports and bike industries

Lakewood, Co, Us

www.nsp.org | Programs | Education Programshttps://skinashoba.comThe National Ski Patrol (NSP) doesn’t grow patrollers, it builds them. Each patroller learns his or her skills from a certified NSP instructor. These hardworking instructors are the backbone of all NSP education programs; without them, there would be no patrollers. The skills learned in the NSP Instructor Development Program (ID) focus on principles of adult education that are applicable to any field. The NSP is always seeking talented instructors to deliver its OEC, OET, Avalanche, MTR, Nordic, and ID programs.Outdoor Emergency Care® is the NSP’s award-winning training program for patrollers and others in the recreation community who deal with emergency situations. This nationally recognized program is designed to help you manage the toughest emergencies, in all seasons. Developed in the late 1980s for the 28,000 members of the National Ski Patrol, Outdoor Emergency Care® is a training program that is tailored to the non-urban rescuer. Over the years, OEC has evolved to address the needs of other outdoor-based emergency care providers too, including wilderness medical technicians, river rafting and mountaineering guides, members of search and rescue groups, mountain bike patrollers, and parks and recreation employees. Today, OEC is considered the standard of training for emergency care in the outdoor environment and is recognized by resorts and recreational facilities in all 50 states.

Lakewood, Co, Us

https://easterndivisionnsp.org/nsp/safety-tent-requisitions/Responsible for five (5) NSP EASTERN DIVISION Safety Tents via SmartSheet tracking system and reconciliation with 15 regions in 11 states from Maine to West Virginia comprising 161 alpine, nordic and mountain bike patrols. Coordinate and communicate transportation, shipping, repairs, maintenance and custody.

Lakewood, Co, Us

www.nsp.org First on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NATIONAL SKI PATROL has a long and proud tradition of providing "Service and Safety" to skiers, riders and mountain recreationists in the U.S. and around the world. Founded in 1938, NSP represents the largest group of volunteers in the world that provides first aid and rescue services to the public. In 1980, the U.S. Congress recognized the need for NSP and awarded it a federal charter, a coveted endorsement held by fewer than .01 percent of nonprofits. Today, the NATIONAL SKI PATROL is a thriving, member-driven, nonprofit organization of over 28,000 members on more than 550 patrols. Our Outdoor Emergency Care (OEC) Program is recognized as the standard for ski patrollers. Through the good work of NSP volunteers, each year nearly 40 lives are saved and 160,000 individuals receive free emergency care on the slopes.

Lakewood, Co, Us

http://www.emari.org/index.php/about/officersFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.NSP Safety Team Mission StatementThe NSP Safety Team is comprised of industry leaders and experts in education and mountain safety for employees and guests. The Team upholds NSP’s mission and represents all NSP members by demonstrating the highest level of patroller skills and commitment to creativity and integrity.NSP Safety Team Vision StatementThe NSP Safety Team will be the leader in mountain safety, education, awareness and hazards reduction.Safety Team member responsibilities include:Promotion of safety for patrollers, resort employees and the publicRepresentation of division interests to national committeesDistribution of safety itemsPromotion of Safety Week and Safety MonthCollaboration with PSIA/AASI, NSAA and regional ski associations to achieve and maintain consistent safety messagingPromotion and support of NSP programs, events and initiativesPromotion and support of NSP and Safety Team sponsorsSupport of safety awareness issues and trends within the snowsports and bike industries

Lakewood, Co, Us

https://www.nspeast.org/board-members.htmlFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Responsible for financial accounting & control and special projects. Reporting directly to the Division Treasurer.The Eastern Division of the National Ski Patrol is made up of nearly 8,000 dedicated men and women from diverse backgrounds who share the same passion and love for skiing and want to join that passion with the ability to help or assist their fellow skiers and snowboarders who may be in trouble.The Eastern Division includes Alpine and Nordic ski areas from Maine to West Virginia in 15 regions throughout the Northeastern United States:Central New York RegionConnecticut RegionEastern New York RegionEastern PennsylvaniaEMARI Region (Eastern Massachusetts and Rhode Island)Genesee Valley RegionMaine RegionNew Hampshire RegionNew Jersey RegionNorthern Vermont RegionSouthern New York RegionSouthern Vermont RegionWestern Appalachian Region (Western Pennsylvania, Maryland, and parts of West Virginia)Western Massachusetts RegionWestern New York Region

Lakewood, Co, Us

www.nsp.org | Programs | Education ProgramsThe National Ski Patrol (NSP) doesn’t grow patrollers, it builds them. Each patroller learns his or her skills from a certified NSP instructor. These hardworking instructors are the backbone of all NSP education programs; without them, there would be no patrollers. The skills learned in the NSP Instructor Development Program (ID) focus on principles of adult education that are applicable to any field. The NSP is always seeking talented instructors to deliver its OEC, OET, Avalanche, MTR, Nordic, and ID programs.Outdoor Emergency Care® is the NSP’s award-winning training program for patrollers and others in the recreation community who deal with emergency situations. This nationally recognized program is designed to help you manage the toughest emergencies, in all seasons. Developed in the late 1980s for the 28,000 members of the National Ski Patrol, Outdoor Emergency Care® is a training program that is tailored to the non-urban rescuer. Over the years, OEC has evolved to address the needs of other outdoor-based emergency care providers too, including wilderness medical technicians, river rafting and mountaineering guides, members of search and rescue groups, mountain bike patrollers, and parks and recreation employees. Today, OEC is considered the standard of training for emergency care in the outdoor environment and is recognized by resorts and recreational facilities in all 50 states.

Lakewood, Co, Us

http://www.emari.org/index.php/about/officersFirst on. Last off.The largest winter rescue organization in the world.The Gold Standard in Mountain Safety and Rescue since 1938.Responsible for financial accounting & control, review and preparation of financial statements for Board review and submission with EASTERN DIVISION IRS Form 990 Group Return.The EMARI Treasurer serves these NSP member patrols:BLUE HILLSEMARI NORDICNASHOBA VALLEYSKI BRADFORDSKI WARDYAWGOO VALLEYWACHUSETT MOUNTAINConverted manual accounting system to electronic;; Re-designed departmentalized Chart of Accounts compliant with NSP National and Eastern Division Policies and Procedures, EMARI Treasurer's Report and Summary, Expense Report and Protocols, Annual Form 990 Input Reports, quarterly and annual Financial Statements including Balance Sheet, P&L vs. Budget, Expenses by Vendor Summary, Statement of Cash Flows and Budget;Created EMARI Equipment Schedule Data Request Form, Treasurer Job Description for Succession and triple-redundant local and offsite HIPAA-compliant electronic data backup systems;Authored "Why Does Your Patrol Need to Provide Financial Information" for all EMARI Patrol Directors, and;Achieved first-time 100% Form 990 compliance for EMARI and all Patrols: FYE March 31, 2020.

Washington, District Of Columbia, Us

http://www.finra.org/arbitration-and-mediation/overviewLarge and Complex Case PoolFor information on arbitration awards, please visit the FINRA Arbitration website: www.finra.org/ArbitrationAndMediation/index.htm

Washington, District Of Columbia, Us

http://www.finra.org/arbitration-and-mediation/overviewLarge and Complex Case PoolFor information on arbitration awards, please visit the FINRA Arbitration website: www.finra.org/ArbitrationAndMediation/index.htm

www.northreadingma.govAppointed by the Town Administrator to supervise investment managers, allocate, calculate and approve disbursements from 34 private trust funds to various municipal and educational causes. Chairman: May 2015 to present.

www.northreadingma.govAssuring the integrity of the public election process at places of public polling.

White Marsh, Md, Us

Developing, writing, editing and reviewing examination questions for the U.S. DEPARTMENT OF THE TREASURY - INTERNAL REVENUE SERVICE Special Enrollment Examination (SEE) administered by PROMETRIC, INC. to individuals seeking to become Admitted to Practice Before the INTERNAL REVENUE SERVICE.Enrolled Agents (EAs) are America's Tax Experts. EAs are the only Federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. An Enrolled Agent (EA) has demonstrated technical competence in the field of taxation to the IRS and is a tax professional. Enrolled Agents are licensed by the U.S. DEPARTMENT OF THE TREASURY to represent any taxpayer (individuals, businesses, corporations, trusts and estates) before all administrative levels of the INTERNAL REVENUE SERVICE and state taxing authorities.The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department.

Cambridge, Ma, Us

Part of the WilmerHale Legal Services Center, the clinic helps defend the most vulnerable taxpayers while giving students opportunities to learn tax practice and procedure.The Federal Tax Clinic was founded in 2015 by Visiting Professor of Law, T. Keith Fogg from VILLANOVA UNIVERSITY SCHOOL OF LAW and a national authority on tax procedure. He was chosen as the IRS Chief Counsel Robert H. Jackson National Attorney of the Year in 2007 and the ABA Tax Section Janet R. Spragens Pro Bono Award winner in 2015. He is a past chair of the ABA Tax Section Pro Bono and Tax Clinics Committee and a current member of the ABA Tax Section governing council.

Omaha, Ne, Us

The premier coaching program for holistic financial planning and investment management.

Installed professional management and multiple risk management security systems to this 24-unit professional office condominium complex while retaining turnkey responsibility for:Annual and Special MeetingsUnit owner communication and Board liaisonManaging agent liaisonAnnual budget of $75,000+City, county & state building and regulatory compliance

Haverhill, Ma, Us

Founded in 1971 to promote the interests of NECC alumni and to foster an ongoing relationship between the college, its graduates and the community. The Advisory Board meets regularly to plan events for alumni, conduct fundraising drives, give out scholarships and other student awards, organize reunions and more.

New York, Ny, Us

Full Neutral Panelist with NYSE Department of Arbitration through merger with FINRA Dispute Resolution, effective July 30, 2007.

Self-managed 22-unit historic residential condominium building with turnkey responsibility for:Annual and Special MeetingsUnit owner communication and Board liaisonFinancial controller with an annual budget of $83,000City, county & state building and regulatory complianceDaily operations including on-site management and supervision of all contractorsInvestor-owner of 7 units with 4 of 10 garages and 12 of 36 parking spaces.Budgeted, founded and grew reserve account from zero to $57,000 while replacing roof, entrance doors, heat & hot water systems, intercoms, mailboxes, interior decorating, laundry equipment, lighting and common area windows -- with zero debt throughout.

Boston, Ma, Us

Financial Sales Representative offering insurance (all lines), tax-sheltered investments, retirement plans and mutual funds.

New York, Ny, Us

Boston Office Commercial Panel

NASD Registered Broker/DealerReal Estate, Computer Equipment Leasing, Oil and Gas Drilling & Thoroughbred Horse Breeding Investment Syndicators | Leveraged Tax Shelters | Limited Partnerships

Chicago, Illinois, Us

Fast-paced; the very essence of hard work, customer service, cost control, product consistency, brand management, training and systemization.Managed six New England corporate-owned and franchise restaurant locations and 200+ employees while self-supporting and attending college full-time. Responsible for customer service, quality control, opening, closing, payroll, cash, inventory, maintenance, operations, building & grounds, security and vendors.Managed Hampton Beach location during East Coast record-breaking sales hour: 1977.Participated in management visitation reviews of other regional locations.Participated in training and national launch of breakfast menu: 1977.

B.S. Marketing Management, Marketing, Business, Finance

Chartered Financial Consultant™ (Chfc®), Financial Planning And Services

Chartered Life Underwriter™ (Clu®), Finance And Financial Management Services

Associate Of Science, Business Management Transfer

Diploma, College Preparatory