How to Build a Portfolio to Last a Lifetime

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 was the Founding Director of Bentley University’s Master of Personal Financial Planning program, where he designed and taught advanced portfolio construction courses. Glenn has over 25 years of experience in taxes, investment consulting, and financial planning. He was recognized by Worth Magazine as one of the country’s top 250 Wealth Advisors for 10 consecutive years and was named Planner of the Year by the Massachusetts Financial Planning Association in 2019. Glenn is a partner at Frank and Flanagan Wealth Advisors, an independent, fee-only registered investment advisory firm. They provide 2 service options: one-time fee, holistic planning/tax/portfolio reviews or wealth management services with ongoing fees.