FOR IMMEDIATE RELEASE – April 28, 2004
Patrick Doland, principal of Northbrook based Reason Financial Advisors, Inc., recently attended the National Association of Personal Financial Advisors National Conference in Toronto. The conference held April 23 – 27, was entitled, Lift-Off: Take Your Practice to New Heights and featured some of the countries most well respected experts in their field.
Zvi Bodie, author of Worry Free Investing, shared the stage with Jeremy Siegel, author of Stocks for the Long Run. Bodie, well known for his conservative approach toward investing and Siegel, whose investments views are much more positive, presented an interesting debate on the subject.
Also on the program was Terry Savage, Chicago Sun-Times finance columnist and TV news commentator. A regular commentator on CNN, PBS and NBC, Savage shared with the attendees her insights on consumers’ views of the financial planning industry and how to best serve the market.
Other topics that were addressed during the conference included sessions on social security, insurance and risk management techniques, optimal asset location, asset protection, education planning and stock options.
NAPFA, founded in 1983, is the largest professional organization representing comprehensive fee only financial advisors. NAFPA members are prohibited from receiving compensation other than client fees and are, therefore, not compensated by the sale of products they recommend.
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.
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.
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