Patrick L. Doland, a principal of Northbrook-based Successful Financial Solutions, Inc., recently returned from NAPFA ’99, the annual conference of the National Association of Personal Financial Advisors (NAPFA), the association for fee-only financial advisors.
Building Client Prosperity – A Capital Idea was the theme of the conference. Held at the Omni Shoreham Hotel, Washington, DC, June 3 – 6, 1999, the educational conference consisted of over 58 breakout sessions, over 100 exhibits of the latest instruments in financial planning, and five tracks of education to meet the needs of planners at all levels of knowledge and expertise.
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 Certified Cash Manager. Doland provides fee only services in areas including investment management, retirement planning, estate planning, risk management, income tax planning and education planning.
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.
Successful Financial Solutions was founded in 1996 and provides fee-only services in areas including investment management, retirement planning, estate planning, risk management, income tax planning and education planning.
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