This workshop is for experienced investors. Advisors are welcome. We will follow my 5 Step Investment Process which is comprehensive from a tax, planning and emotional perspective. We combine academic theory with practical solutions. We will challenge preconceived notions. Spreadsheets tools are provided to construct and track portfolios. We will candidly discuss ETFs versus mutual funds, annuities, paying off your mortgage, worldwide stock valuations, private investments, correlations, ESG, hedge funds, Bitcoin, the danger of fixed income portfolios, and consensus long-term forecasts. If you are simply looking to have the best chance of accomplishing your long-term financial goals, take this interactive class. This workshop is not a thinly veiled sales pitch. Learn about what matters – FORO Fear Of Running Out. No benchmark slavery. Follow the numbers, not the herd!
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. 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.