How to Build a Portfolio to Last a Lifetime

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

Investors often focus on FOMO—the Fear of Missing Out. Yet, the greater challenge for many is FORO—the Fear of Running Out.

In this session, we will explore our 5-step framework designed to address FORO through an integrated approach that considers tax efficiency, financial planning, and emotional well-being.

Markets change, personal circumstances change. A timeless approach combined with timely adjustments can support long-term success.

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

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