Are You At A Crossroads?
Advice on happiness, finances and time management is typically given in isolation.
The Professor’s Upcoming Workshops
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How to Build a Portfolio to Last a Lifetime
Tuesday 1/30/24 7PM EST
This workshop is for experienced investors and advisors. We will follow my 5 Step Investment Process which is comprehensive from a tax, planning and emotional perspective. (Read my recent article in “The Street:” https://www.thestreet.com/retirement-daily/your-money/how-to-build-a-portfolio-that-will-last-a-lifetime)
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Do It Yourself or Financial Advisor?
Tuesday 2/6/24 7PM EST
This class offers a step by step methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest and complexities it can also be the most difficult financial decision. Navigating the 5 step investment process is crucial to success.
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Planning for What’s Next – How to Balance Time, Money & Happiness
Tuesday 2/13/24 7PM EST
Most big decisions in life involve a tradeoff among time, money, and happiness. During periods of transition, bringing these three factors into balance can make the difference between the outcome you desire and the result you may fear. This workshop explores how to do just that.
Retirement Planning Guide
Our desire for happiness is unlimited but there are only so many dollars in our pocket and hours in the day.
“A simplified process is needed for better decisions and a better life!“
- Professor Glenn Frank
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