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.
This inaugural conference presentation was unique as it brought together business owners as well as professionals in the fields of business valuation, mergers and acquisitions, technology, personal financial planning, law and accounting to show how all these areas are impacted as a business owner considers his or her ownership succession strategies.
Reason Financial Advisors announced today that Mark J. Gilbert of Downers Grove has joined the fee-only financial planning and investment management firm as a principal. Gilbert, a long time DuPage County resident was most recently vice president and senior financial planner with a registered investment advisory firm that was affiliated with a large regional bank in Chicago.
Patrick L. Doland of Northbrook was recently elected president of the North Shore Council of the Illinois Chapter of the Financial Planning Association (FPA).
Each year the Illinois CPA Society sponsors the Business and Technology Solutions Show at the Donald E. Stephens Convention Center in Rosemont. The program is held to assist finance and business professionals in improving their bottom line.
North Shore financial advisor Patrick Doland moderated a panel at the 2006 NAPFA National Conference held in Grapevine, Texas on May 20 on how emerging financial planning firms can improve their practice.
The National Association of Fee Only Financial Advisors (NAPFA) held their annual Midwest Region Conference at the Lincolnshire Marriott October 20-22. Patrick Doland, president of Reason Financial Advisors, Inc. in Northbrook presented a program directed toward new planners entitled: Profitability and Fee Structure: What's Your Fee Structure."