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Fri, Nov 17
|Virtual (Zoom link in confirmation email)
[Virtual] Article Discussion: 5 Steps to build a portfolio that will last a lifetime
How can you ensure your portfolio meets your unique needs and goals in retirement? Will your assumed “real” investment return be sufficient to last as long as you do?
Time & Location
Nov 17, 2023, 1:00 PM – 2:00 PM EST
Virtual (Zoom link in confirmation email)
About the discussion
How can you ensure your portfolio meets your unique needs and goals in retirement? Will your assumed “real” investment return be sufficient to last as long as you do? Glenn Frank, Director of Education at fee-only Lexington Wealth Management and trusted advisor listed by Worth magazine as one of the top advisors in the US for 10 years shares his tips in a recent article.
Join us in discussion with Glenn Frank to reflect on his article, and discuss some of the big debates in personal investing as we go through the 5 steps to build a portfolio that will last a lifetime.
***Ahead of this event, please read the following article, watching a short video on asset allocation, and reviewing the Family Investment Matrix . We suggest reading the article first then review the spreadsheet before attending.
- Article: https://www.thestreet.com/retirement-daily/your-money/how-to-build-a-portfolio-that-will-last-a-lifetime
- Video: https://www.youtube.com/watch?v=IiZVpb4vjZY
- Family Investment Matrix: https://docs.google.com/spreadsheets/d/10QzOA16rZDCgOPXyb2PztVWpamCIJMyY/edit?usp=sharing&ouid=118057342901042814547&rtpof=true&sd=true
Some questions we'll explore together:
- What are your reactions to the article?
- How do I calculate Work Optional?
- Which asset classes will get me to Work Optional?
- How do I capture those asset classes?
- Which accounts should hold those investments?
- When should I change my portfolio?
About our Guest 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. Glenn is currently the Director of Education at fee-only Lexington Wealth Management, and has served on investment committee for over 30 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.