Bridget Sullivan Mermel CFP(R) CPA- Bridget Sullivan Mermel CFP(R) CPA
Video: Your Corona Virus Financial Checkup
Updated: Feb 15, 2021
It's anxiety provoking to get basic information right now, yet many people have questions about their finances in light of the current economy...
In this webinar we discuss:
What should you be doing right now with your finances to make sure you're taking advantage of the opportunities available, yet not taking more risk than you need.
How to think about what is happening with your finances, when to make moves and what moves to make with both investing and tax planning.
How to increase your happiness and sense of meaning, through finances, in this time of uncertainty.
Presented by Sullivan Mermel, Inc. Fee-only Financial Planners. The main presenter is Bridget Sullivan Mermel. Luke Van de Loo is fielding questions.
At Sullivan Mermel, Inc., we are fee-only financial planners located in Chicago, Illinois serving clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.