The Giving Decision


Course Code: BYNC Category: Tags: ,


How generous can you afford to be?  Can you afford the Money, the Time?  Do you Give to Family? To Charity?  When do you give, Now? Later?  What would bring you joy?  What are your obligations?  If charity – how do you find the right non-profit? What are the Tax implications? The answers lie in your personal tradeoffs between time, money and joy. The key is finding a  step by step process that fits you. Do you know “Your Number”? – the accumulation amount necessary to ensure your lifestyle. Let’s simplify these complicated questions and launch a straightforward giving plan!

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: 02/04/21, 1 meeting
Class Time: 7:00 PM - 9:00 PM
Day of Week: Thursday
Location: Zoom
Instructor: Glenn Frank
Status: Running/Openings