Description
This workshop is for experienced investors. 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. Spreadsheet tools are provided to construct and track portfolios. We will candidly discuss ETFs, mutual funds, annuities, paying off your mortgage, worldwide stock valuations, private investments, correlations, ESG, 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. Learn how to combat – FORO Fear Of Running Out.
Glenn Frank, PFS, MBA, MSTax
Professor Frank is the President of Frank Advising LLC which provides educational workshops. www.frankadvising.com
Glenn is also a partner at Frank and Flanagan Wealth Advisors – fee-only, independent RIA frankandflanagan.com. Previously, Glenn served as the Director of Education at Lexington Wealth Management from 2010 until 12-2024.Glenn has over 25 years of experience in taxes, investment consulting and financial planning and was recognized in Worth Magazine as one of the country’s top 250 Wealth Advisors for 10 consecutive years. Glenn was named Planner of the Year by the MA Financial Planning Association in 2019. Additionally, Professor Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University where he designed and taught capstone portfolio construction courses until 2015. Glenn is a frequent speaker at seminars, podcasts and webinars. He has written numerous articles and white papers. His book “Your Encore – How to Balance Time, Money and Happiness is available at Amazon.
