The Library will be closed Wednesday, Dec. 24 and Thursday, Dec. 25 for the Christmas holiday.

Moneco Advisors Present: Financial Planning Beyond Basics

Program Type:

Classes & Workshops

Age Group:

Adults
  • Registration is required for this event.
  • Registration will close on May 21, 2026 @ 2:00pm.

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 
April 14th – Tax Planning Strategies REGISTER
May 21st – Financial Planning Beyond Basics REGISTER BELOW
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 us for a Financial Planning workshop where we’ll build upon Financial Planning Basics and delve deeper into the 6 main areas of planning that you and your loved ones should discuss.  (Cashflow, Insurance, Investing, Retirement, Goal Planning, and Tax / Estate Planning)  We’ll spend time together to give you strategies that can help you and your family plan for a bright financial future!

Objectives:

  • Grasp available options for your liquidity/cash flow needs
  • Understand your Roth in-plan conversion option
  • Learn techniques to manage emotional impact on planning decisions
  • Identify accumulation investing versus retirement or “draw down” investing
  • Recognize when life insurance is appropriate vs inappropriate
  • Understand basic strategy for leaving a family legacy using both trusts and 529s

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. 

Register for this event