Are You At A Crossroads?
Advice on happiness, finances and time management is typically given in isolation.
The Professor’s Upcoming Workshops
Don’t forget to add the three free workshops listed below to your calendar.
You can also email yourself a reminder - or share with family and friends who would be interested - the details of Professor Glenn Frank’s free monthly workshops by clicking the button below.
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Do It Yourself or Hire a Financial Advisor?
This workshop, led by professor Glenn Frank, is offered on the first Saturday morning of every month at 10:00 AM EST.
No registration required.
The workshop 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.
Zoom Link: Join the workshop
Meeting ID: 890 2666 7327
Passcode: 373473
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How to Build a Portfolio to Last a Lifetime
This workshop, led by professor Glenn Frank, is offered on the first Monday of every month at 7:00 PM EST.
No registration required.
Investors often focus on FOMO—the Fear of Missing Out. Yet, the greater challenge for many is FORO—the Fear of Running Out.
In this session, we will explore our 5-step framework designed to address FORO through an integrated approach that considers tax efficiency, financial planning, and emotional well-being.
Markets change, personal circumstances change. A timeless approach combined with timely adjustments can support long-term success.
Zoom Link: Join the workshop
Meeting ID: 838 5972 6924
Passcode: 769127
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How to Balance Time, Money, and Happiness
This workshop led by Professor Glenn Frank takes place on the first Tuesday of every month at 7:00 PM EST.
No registration required.
Life’s biggest decisions often come down to a tradeoff between time, money, and happiness. During times of transition—especially around retirement—finding the right balance among these three can shape whether you move forward with confidence or with worry.
In this interactive session, based on Glenn Frank’s Amazon book Your Encore, you’ll learn practical ways to bring clarity to these choices.
Workshop highlights:
The Joy Matrix – a straightforward framework to help you make intentional decisions that increase happiness.
HPD & HPH (Happiness per Dollar and Happiness per Hour) – a mindset designed to maximize the real “value” of your money and your time.
Zoom Link: Join the workshop
Meeting ID: 893 1639 3425
Passcode: 850572
What if retirement is your greatest encore?
Tune in to Professor Glenn Frank on the acclaimed Retirement Wisdom Podcast as he shares how balancing time, money and joy makes all the difference.
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 a partner at Frank and Flanagan Wealth Advisors a fee-only, truly independent, holistic wealth management firm. frankandflanagan.com
He was the Founding Director of the Master of Personal Financial Planning at Bentley University.
He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, the Boston Globe, etc.
He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.