People standing barefoot on newspaper-covered floor, holding paintbrushes, wearing ripped jeans and casual clothing, with paint splatters on their legs and surroundings.

Do It Yourself or Hire a Financial Advisor?

This workshop, led by professor Glenn Frank, is offered at different times during the year. See related paper at our Insights page.

The workshop 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.

Email Glenn at gfrank@frankandflanagan.com to sign up for the next workshop.

Hear more from Glenn on the Retirement Wisdom podcast: Hire a Financial Advisor or Do It Yourself?.