Doland Attends Financial Planning Forum
Patrick L. Doland, president of Northbrook based Reason Financial Advisors, Inc., recently attended the 7th Financial Planning Association of Illinois’ Financial Forum and Expo at the Donald E. Stephens Convention Center in Rosemont. The conference held October 20-22, was entitled, Bringing Investors Back and provided financial planners an opportunity to expand their knowledge on recent estate planning and investment issues.
Several of the sessions available for attendees included: employee stock options, alternative investments in IRAs, divorce, long-term care insurance, advanced strategies for wealth transfer and tax-efficient investing.
Doland, a Northbrook resident, received a Bachelor of Arts degree from Upper Iowa University and an MBA from the Kellogg Graduate School of Management at Northwestern University. He is a CERTIFIED FINANCIAL PLANNER ™ Practitioner and a NAPFA Registered Financial Advisor. Doland provides fee only services in areas including investment management, retirement planning, estate planning, risk management, income tax planning and education planning.
The Financial Planning Association (FPA) is the largest professional membership organization dedicated to supporting the financial planning process. Members provide objective advice and assist individuals in achieving their goals and objectives. The FPA encourages those seeking a financial planner to use a CFP® professional.
Reason Financial Advisors, Inc. is an independent, fee only financial planning and investment advisory firm located in Northbrook that specializes in working with individuals and families in the Chicago metropolitan area on their financial planning and investment management needs.