• Bridget Sullivan Mermel CFP(R) CPA

Video: Your Corona Virus Financial Checkup

Updated: Feb 16

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.

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