Community Involvement

Schiffman Summer Series
Financial Planning for Millennials

Summer Series

For summer 2020, Dan Schiffman and his team are publishing content specifically for our millennial clientele. Millennials have inherited a unique financial landscape and have special planning needs and concerns. We have compiled some articles and resources specifically for this group.

Guides & resources:

5 Ways to Make Your Money Work for You
Debt Management Worksheet
Creating a Monthly Budget


Combining Finances

Millennial Guide to Retirement Planning

Weekly Market Commentary

Dan Schiffman Presents the Frederick Memorial Hospital 2019 Good Samaritan of the Year Award

Dan Schiffman had the distinct honor to present award recipeients Phil Berkheimer and Ray Ramsburg were with Frederick Memorial Hospital’s 2019 Good Samaritans of the Year Award at a recognition event on May 16, 2019. This year’s annual reception also commemorated the 30th anniversary of the hospital’s volunteer fundraising arm, the FMH Development Council.

For more information on the recipients of this honor, read the full news article here. Dan has previously had the honor of presenting this award in 2016, 2017 and 2018 (photos below).

Event photo

Pictured left to right: 2019 Good Samaritan of the Year Award Recipient Phil Berkheimer, Marj Berkheimer, Holly Ramsburg, 2019 Good Samaritan of the Year Award Recipient Ray Ramsburg, and Frederick Regional Health System President & CEO Tom Kleinhanzl.

Dan presenting the FMH Good Samaritan Award 2016, 2017 and 2018

Good Samaritian Event
Good Samaritian Event
Good Samaritian Event

2016 Insul-Tech's Tee'd Up for a Cure for Cancer Golf Outing

golf outing

Dan Schiffman, a gold sponsor, and his team participated in the Insul-Tech's Tee'd Up for a Cure for Cancer to benefit the American Cancer Society. This fun and charitable event took place on a beautiful Fall day at Holly Hills Country Club.

Award photo

Dan Schiffman wins Community Service Award from the Northwestern Mutual Foundation

Advocates for Homeless Families, Inc. is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Dan Schiffman’s outstanding volunteer involvement as part of the company’s 16th annual national Community Service Award program. Schiffman is one of 25 financial representatives being recognized as top volunteers. Through the program funded by the Northwestern Mutual Foundation, more than $275,000 will be donated this year to various nonprofit organizations nationwide.

In addition to volunteering his time for the aforementioned causes, Dan Schiffman has a deep passion for his community and is involved with several local organizations:

Daniel J Schiffman, CFP®, CLU®, CLTC®

Wealth Management Advisor

  • Office 301-698-8955
  • Mobile 301-524-0210
  • Fax 301-698-8772


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck