Are You At A Crossroads?
Advice on happiness, finances and time management is typically given in isolation.
The Professor’s Upcoming Workshops
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How to Build a Portfolio to Last a Lifetime
Tuesday 1/30/24 7PM EST
This workshop is for experienced investors and advisors. We will follow my 5 Step Investment Process which is comprehensive from a tax, planning and emotional perspective. (Read my recent article in “The Street:” https://www.thestreet.com/retirement-daily/your-money/how-to-build-a-portfolio-that-will-last-a-lifetime)
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Do It Yourself or Financial Advisor?
Tuesday 2/6/24 7PM EST
This class offers a step by step methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest and complexities it can also be the most difficult financial decision. Navigating the 5 step investment process is crucial to success.
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Planning for What’s Next – How to Balance Time, Money & Happiness
Tuesday 2/13/24 7PM EST
Most big decisions in life involve a tradeoff among time, money, and happiness. During periods of transition, bringing these three factors into balance can make the difference between the outcome you desire and the result you may fear. This workshop explores how to do just that.
Retirement Planning Guide
Our desire for happiness is unlimited but there are only so many dollars in our pocket and hours in the day.
“A simplified process is needed for better decisions and a better life!“
- Professor Glenn Frank
About Professor Glenn Frank
Named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth, Professor Glenn Frank is currently the Director of Education at Lexington Wealth Management. He was the Founding Director of the Master of Personal Financial Planning at Bentley University.
He is a frequent speaker at seminars and webinars, drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.
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