• Bridget Sullivan Mermel CFP(R) CPA

Avoid Fumbling, Prepare for the Future, with Dennis Stearns

Updated: May 12


Here's a link to the video:

https://www.youtube.com/watch?v=a7Zc86yeY-A


Join Dennis Stearns and me talk about his last book, Fourth Quarter Fumbles, and his work understanding the Future.


Fourth Quarter Fumbles: How Successful People Avoid Critical Mistakes Later in Life, was the culmination of 2 years of intensive research working with aging experts around the country, along with decades of experience as a professional planner working with clients.


We talk specifically about trusts, living situations, and the best way to make life better in your fourth quarter.


Dennis has also been called “one of the leading scenario experts and futurists in the financial industry” by the Financial Planning Association. He’ll tell us what he thinks is going to happen in the future and why!


Here's the page we talked about on the show for the Illinois Advanced Directives:


https://www2.illinois.gov/aging/AboutUs/Pages/legal_adv-directives.aspx


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