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 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.