Program Type:
Classes & WorkshopsAge Group:
AdultsProgram 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 REGISTERMay 21st – Financial Planning Beyond Basics REGISTER
June 3rd – Cash Flow Basics REGISTER BELOW
Have you ever asked yourself: where does all my money go? Most people have a hard time identifying where the leakage is in their wallet, even though they have a good income. Join us as we dive into what you should be focusing on when it comes to your Cashflow Planning. Because its not always about how much money you make, its about how much you get to keep.
Objectives:
- You’ll learn the importance of a Cash Reserve and how much cash you should hold
- We’ll uncover the efficient ways to budget your money
- Gain clarity on misunderstood topics, such as Credit Scores and Debt Management
- Better understand the optimal way to save and invest
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.