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3 Part Series:  Let's Talk Financial Health
3 Part Series:  Let's Talk Financial Health

Mon, Jul 29

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Virtual Event

3 Part Series: Let's Talk Financial Health

Join us for a 3 part interactive series on financial health. We will be discussing how to reconcile the finite (money) with the infinite desire to be happy, greatest risk to your portfolio, and the giving of time and money

Time & Location

Jul 29, 2024, 5:00 PM – 6:00 PM EDT

Virtual Event

About the discussion

Join us for a 3 part interactive discussion series on financial health expert  Glenn Frank!

  • Session 1 (7/29) - Reconciling the finite (time and money) with the infinite desire to be happy
  • Session 2 (8/5) - Greatest risk today to your retirement portfolio
  • Session 3 (8/12) - Giving of time and money - family, charity, money time, now, later

About Expert:

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. 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.

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