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3/28 DIY or Hire a Financial Advisor

March 28 @ 10:00 am - 11:30 am


Join Glenn Frank in 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. The “New Normal” induced by COVID makes it even more challenging today given unprecedented uncertainty. Navigating the 5 step investment process is crucial to success.

The fundamental questions are: what is your personal preference? What are your needs? Will an advisor fill those needs? Will they add value in excess of their cost? Can you trust the advisor  to put your needs over their own? Can you trust yourself to make informed and unemotional decisions?

Advisors specialize. Practices are not one size fits all. If you are not a fit, it will not work. What are the tough questions to ask an advisor and yourself? Even if you have already made this decision, this workshop should improve your ultimate results by either improving your relationship with your existing advisor,  helping you find an advisor that is right for you, or by giving you added resources and considerations while handling finances on your own.

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. Glenn is currently the Director of Education at fee-only Lexington Wealth Management.

3/28 DIY or Hire a Financial Advisor

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March 28
10:00 am - 11:30 am