Fri, Jul 28|
Discussion w/ Glenn Frank: Key financial considerations in retirement
While certainly not the only aspect, our financials are a big aspect of navigating retirement. Want to hear from a financial planner on what considerations we should be thinking through in retirement? Join us for an interactive guest discussion!
Time & Location
Jul 28, 1:00 PM – 2:00 PM EDT
About the discussion
While certainly not the only aspect, our financials are a big aspect of navigating retirement. Want to hear from a financial planner on what considerations we should be thinking through in retirement? Curious to hear how others are managing their finances?
Join us for an interactive *guest* discussion event with Glenn Frank. Glenn is currently the Director of Education at Lexington Wealth Management, focused on community and advisor education. He will attending to provide an objective, informational session on how to think through some of these questions.
We'll be exploring these questions and more!
- How much can I afford to spend in retirement?
- How should I think about whether or not to get a financial advisor?
- [Message us with any other questions!]
Especially as we are joined by a guest, please be respectful of attendance and update your RSVP if you're no longer able to join - thank you!
About our guest host: 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. He was listed by Worth magazine as one of the top advisors in the US for 10 years. Glenn is currently the Director of Education at fee-only Lexington Wealth Management. 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.
Link to event: https://us06web.zoom.us/j/88997817996