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.
Other Workshops with The Professor
Professor Glenn Frank offers two different levels of financially-focused workshops:
A) Personal Workshop or B) Advisor Workshop.
The Personal Level Workshop is best for learners of any age & any knowledge or experience level.
The Advisor Level Workshop is best for learners who have a financial advising background.
Sign up for a one hour free workshop with The Professor by submitting the form beneath the class you’re interested in. We will send you a confirmation email within 2-3 business days, an announcement of when the workshops will take place, and an email 24 hours before the time of the workshop with a link to join.
If you are unable to attend, don’t fret! Everyone who has registered will receive a recording of the class and copy of the slides used.
Please come back periodically to see when new courses become available!
Personal Level Workshop:
“Living Your Best New Life by Balancing Time, Money, and Joy”
Description: Time and money are finite but happiness is not. You have been juggling the tradeoffs your entire life. This balancing act becomes even more critical as you develop plans for how to spend your post-career 40+ hours per week.
Workshop takeaways:
How to find your purpose with balance
How to determine the money required post-career
A shortcut to happiness with “The Joy Matrix”
HPD/HPH - happiness per $/per hour
Tons of free resources
Advisor Level Workshop:
“Guiding Clients Through What’s Next”
Description: With this new practice niche, you will have the ability to help clients balance time and money limitations on their way to maximize their ultimate goal - happiness! The focus in this workshop is to prepare you for your work with clients preparing for “What’s Next.” We will highlight my book “Your Encore” as advisors and share best practices for your role in their planning process.
Workshop takeaways:
Help clients find their purpose with balance
Determine client’s “Work Optional Number”
Coach clients in finding their shortcut to happiness with “The Joy Matrix”
Determining HPD/HPH - Happiness per Dollar & Happiness per Hour
How to integrate choice management and happiness into “The 6 Step Financial Planning Process”
About Professor Glenn Frank
Professor Glenn Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996 where he taught investment courses until 2015. The MA Financial Planning Association awarded him “Planner of the Year” for 2019. He was listed for 10 years as one of the top advisors in the US by Worth magazine. Glenn is currently the Director of Education at fee-only Lexington Wealth Management. Over the years, Glenn has counseled numerous students and clients at various stages in their lives. Currently, his focus is community and advisor education, providing an insider’s view of the financial services industry, and integrating happiness into the financial planning process for people over 50.