Crossroads: The Intersection of Time, Money and Joy

Monday January 28, 2019 7:00 pm
Lexington High School: 251 Waltham St, Lexington, MA 02421 Room 220
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A step-by-step process to better navigate day-to-day decisions as well as major crossroads – career, retirement, housing, gifting, etc. How to maximize your time and resources to make you happier.

Living in a world obsessed with consumerism, we are constantly bombarded with “more is better” – but how much do we really need? How can we maximize our resources and time to make us ultimately happy? We will focus attention on discovering what’s truly important to each of us while suggesting ways to “create” more time for these activities through prioritization, elimination, automation, delegation, etc. A big part of the equation is understanding how our minds work, including how to stimulate the brain’s “happy chemicals.” The often life fulfilling effects of helping others, as well as leveraging our skills, will be discussed. The course will provide a step-by-step process to better address day-to-day decisions as well as major crossroads – career, retirement, housing, charitable endeavors, etc. Post-class, attendees can then construct a personal roadmap, reconciling the ongoing trade-offs that we all face between time, money, and joy. A variety of resources should provide direction as new crossroads in life emerge.

Professor 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. Worth Magazine recognized him as one of the country’s top Wealth Advisors for 10 years. Glenn is currently the Director of Investment Tax Strategy 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 education, providing an insider’s view of the financial services industry, and helping charities with his expertise.

Upcoming Class Offerings with Glenn Frank

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