Planning for What’s Next – How to Balance Time, Money and Happiness


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Course Code: BRPH-wi24 Categories: , Tags: ,


If you think about it, most big decisions in life involve a tradeoff among time, money, and happiness. During periods of transition, bringing these three factors into balance can make the difference between the outcome you desire and the result you may fear. To help you find your balance point, join Professor Glenn Frank to learn about the Joy Matrix, your Work-Optional Number, and how to maximize your Happiness per Hour and Happiness per Dollar. Glenn will highlight his book “Your Encore”, his podcasts and his website  Links to extensive nationwide resources will be provided.

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.

Start Date: 02/13/24, 1 meeting
Class Time: 7:00 PM - 9:00 PM
Day of Week: Tuesday
Location: Zoom
Instructor: Glenn Frank
Status: Running/Openings