Moneco Advisors Present: Financial Planning Basics

Program Type:

Classes & Workshops

Age Group:

Adults
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Program Description

Event Details

We are pleased to present a Financial Planning Series by Moneco Advisors. Please register for each program separately. 

January 28th – Financial Planning Basics REGISTER BELOW
April 14th – Tax Planning Strategies REGISTER
May 21st – Financial Planning Beyond Basics REGISTER
June 3rd – Cash Flow Basics REGISTER

Ever wonder if the financial decisions you are making today are the best for yourself and your family? Join New Canaan's own Moneco Advisors for a financial planning workshop where they talk about the 6 main areas of planning that you and your loved ones should discuss. (Cashflow, Insurance, Investing, Retirement, Goal Planning, and Tax / Estate Planning)  After covering high level concepts, we focus on which planning issues are relevant based on age to better understand where you are today and what is to come in your future!

Objectives:

  • Understand the Financial Planning Process
  • Recognize the 6 Areas of Planning Focus
  • Learn Topical Strategies to Implement 
  • Gain Foresight into Each Stage of Your Financial Life

About Moneco Advisors:

Founded in 1980, Moneco Advisors' story began with a belief that financial advice should start with understanding what truly matters to you. Their mission is to help clients build lives of purpose and possibility, supported by thoughtful planning, strong relationships, and a commitment to putting your goals at the center of everything they do.

 

　　　　　　　　　　　　　　　　　　　　　　　　　

Library Parking

The Library leases 76 spaces marked "LIBRARY" in the Center School Lot to offer free parking for our patrons. All other numbered spaces in the lot remain municipal and are subject to metering rates. View more parking info here.

Accessibility

We are committed to ensuring that all patrons have access to information and Library services. To request accommodations, please contact us at 203-594-5003 or [email protected] with as much notice as possible to allow us to best meet your needs. Our accessibility features include but are not limited to assistive hearing loops in the auditorium, early access to programs, and seating arrangements with space for mobility equipment or service animals.