Atlanta (Dec. 3, 2003) -- In keeping with its pledge to make pro bono services available to those in need, the Financial Planning Association has formed an advisory committee to help it identify populations in need of help and to establish guidelines to be used by FPA pro bono volunteers.
Karin Maloney Stifler, CFP, of Hudson, Ohio, will serve as the committee's chair. The other committee members are: Chris Carosa, CTFA, MBA, of Mendon, N.Y.; Richard Fingerman, CFP, of Medford, Mass.; Lawrence H. Halvorson III, ChFC, CLU, of Meridian, Idaho; Heather I. Hutchinson, CFP, of Napa, Calif.; Bonnie A. Hughes, CFP, of Rome, Ga.; Ronald S. Pearson, CFP, of Virginia Beach, Va.; Reed Rinderknecht, CFP, of West Des Moines, Iowa; Shashin G. Shah, CFP, RFC, of Addison, Texas; and Clare M. Stenstrom, CFP, of New York.
The association has been stepping up its public service efforts in recent years. In October 2001, FPA established the National Financial Planning Support Center as a resource for the victims and families suffering from the Sept. 11 terrorist attacks. This year the group named Clara Lipson director of pro bono services and passed a resolution recognizing the importance of providing pro bono financial planning service as a significant part of the financial planning profession. The FPA also began providing pro bono financial planning assistance to military and military families and recently mobilized FPA chapters in California to assist wildfire victims.
-- WebCPA staff
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