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Time, Money & Joy: Navigating the Intersection

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Lexington Wealth Management

12 Waltham St.

Lexington, MA 02421

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Time and money are invariably in tension with everyone’s desire to be happy. If the goal is to maximize family happiness, how do you reconcile TM&J on a day-to-day basis and when life’s crossroads surface? “Create” more time for what brings joy; alleviate financial stress, discover greater HPD (happiness per dollar) and greater HPH (happiness per hour); avoid financial disasters that might look good on paper; and understand the basis of informed decisions – Your Number!

Professor Frank is the Director of Investment Tax Strategy at fee-only Lexington Wealth Management. He was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996 where he taught investment courses until 2015. Worth Magazine recognized him as one of the country’s top Wealth Advisors for 10 years.

Wednesday, May 15th at Lexington Wealth ,7–8:30pm Class 2 (seminar or webinar)

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Lexington Wealth Management

12 Waltham St.

Lexington, MA 02421

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