Do you want to be happier? Do you want to make better decisions? Time and money are invariably in tension with everyone’s desire to be happy. If the goal is to maximize family happiness, how do you reconcile TM&J on a day-to-day basis and when life’s crossroads surface? This workshop is a step-by-step process to answer these critical questions. “Create” more time for what brings joy; alleviate financial stress, discover greater HPD (happiness per dollar) and greater HPH (happiness per hour); avoid family disasters that might look good on paper; and understand the basis of informed decisions
Glenn Frank (MST, CPA/PFS) was the Founding Director of the Master of
Personal Financial Planning program at Bentley University in 1996 where he
taught investment courses until 2015. Worth Magazine recognized him as one of the country’s top Wealth Advisors for10 years. Glenn is currently the Director of Investment Tax Strategy at fee only Lexington Wealth Management.