Be part of the national Encore movement. 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 2 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”. We provide extensive encore resources – Communities, Paid Work, Pro Bono, Volunteer, Entrepreneurship, Social Ventures, Philanthropy, Books to map out your journey!
Glenn Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University. 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. He recently published “Your Encore” How To Balance Time, Money and Joy (a retirement planning guide).