Living in a world obsessed with consumerism, we are constantly bombarded with “more is better” – but how much do we really need? How can we maximize our resources and time to make us ultimately happy? We will focus attention on discovering what’s truly important to each of us while suggesting ways to “create” more time for these activities through prioritization, elimination, automation, delegation, etc. A big part of the equation is understanding how our minds work, including how to stimulate the brain’s “happy chemicals”. The often life fulfilling effects of helping others as well as leveraging our skills will be discussed.
The course will provide a step-by-step process to better address day-to-day decisions as well as major crossroads – career, retirement, housing, charitable endeavors, etc. Post-class, attendees can then construct a personal roadmap, reconciling the ongoing trade-offs that we all face between time, money, and joy. A variety of resources should provide direction as new crossroads in life emerge.
Glenn Frank (MST, CPA/PFS) was the Founding Director of the Master of
Personal Financial Planning program at Bentley University in 1996 where he
taught investment courses until 2015. Worth Magazine recognized him as one of the country’s top Wealth Advisors for10 years. Glenn is currently the Director of Investment Tax Strategy at fee only Lexington Wealth Management.