Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc. authored a column in the Winter, 2013-14 issue of INSIGHT, the magazine of the Illinois CPA Society, entitled "How to Cover Your Bases," on the topic of professional liability insurance.
Patrick Doland, a Northbrook based Certified Financial Planner® and a former president of the FPA-IL North Shore Council stated, "When I first approached the library in the summer of 2007 about providing the free service at the library, I had no idea that we would meet with over 120 north shore residents over the next six years."
On June 1, Mark J. Gilbert, CPA/PFS and principal of Reason Financial Advisors, Inc., was awarded both a Time and Talent Public Service Volunteerism Award and a Distinguished Media Service Award by the Illinois CPA Society at its annual Leadership Recognition Dinner for volunteer efforts on behalf of the Society during the past year.
Following Ms. Savage's presentation, over 25 area financial planners provided free one-on-one planning sessions with program attendees."This was the third year I participated in the event," said Patrick Doland, a fee only financial planner from the northern suburbs.
"Retirement income" according to Doland, "is becoming a major concern to retirees as they try to generate more income at a time when companies are suspending dividends, bank CDs and bonds are paying rates far below the average over the past decade, and equity valuations are down at levels we haven't seen in nearly 10 years."
Reason Financial Advisors, Inc. of Northbrook announced today that they have opened a branch office in Naperville to serve clients in DuPage County and Will County. "Our firm has been growing and opening new office along Chicago's I-88 Technology Corridor creates additional opportunities that we may not see at our northern Cook County office in Northbrook," reported Patrick L. Doland, a principal with the firm.
The Money Show is a favorite with many WGN listeners and Moller has had Doland on as a guest on several occasions.
The August 2008 issue of Insight Magazine included an article entitled, "Still Working?," which featured an interview with Mark J. Gilbert, CPA/PFS and principal with Reason Financial Advisors, Inc. Insight Magazine is the official publication of the Illinois CPA Society.
Mark J. Gilbert, CPA/PFS, MBA and principal with Reason Financial Advisors, Inc., contributed to an article titled, "Money Market Funds Weathering the Storm," published on Bankrate.com. Bankrate is a data research company that publishes personal finance stories with the intent of helping consumers make informed financial decisions.
As president of the North Shore Council of the Financial Planning Association of Illinois, Doland stated, "There are many individuals who from time-to-time have a financial question, but don't use the services of an advisor. We're glad our FPA members were able to offer our assistance." Doland is a CERTIFIED FINANCIAL PLANNER™ practitioner and received an MBA from Northwestern University.