Before you study how to find purpose and lead the good life, a more effective approach is to first study yourself. Over the years we continually balance the tradeoffs between time, money and joy. Upon retirement, when the journey begins, this balancing act is even more important. This one evening program will: provide a process to manage your tradeoffs; highlight ways to “create” time for what is important; calculate “Your Number”- the accumulation amount needed to retire. Additionally, we introduce the “Joy Matrix” – a straightforward exercise to understand what and who puts a smile on your face – current joy provides insight as to which path will be fulfilling later! Finally, we highlight how to maximize Happiness Per Dollar “HPD” and Happiness Per Hour “HPH” while providing ample resources – “Travel Guides” to map out your journey!
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.