Event – Annual Shredding Event & Veteran’s Clothing Drive – 6/06/26
We’re excited to host our Annual Shredding Day on June 6, 2026, in Fairfield, CT. Bring your old documents and watch your sensitive personal information be securely shredded on site. We’re also proud to partner with Save A Suit (https://www.saveasuit.org/), a local nonprofit that provides professional clothing to male and female veterans reentering the workforce. […]
Presentation/Workshop – Cash Flow Basics – 6/03/26
Wednesday June 3, 2026 | 7:00-8:00 PM Jim and Dede Bartlett Auditorium, New Canaan Library Moneco Advisors is pleased to conclude our Financial Planning Series with Cash Flow Basics, a practical workshop focused on helping you better understand where your money goes, and how to make it work harder for you. Have you ever wondered […]
Presentation/Workshop – Financial Planning Beyond Basics – 5/21/26
Thursday May 21, 2026 | 2:00-3:00 PM Community Room, New Canaan Library Moneco Advisors is pleased to continue our Financial Planning Series with Financial Planning Beyond the Basics. This session is designed for individuals and families who want to deepen their understanding of financial planning and explore more advanced strategies that support long-term goals. Building […]
Presentation/Workshop – Tax Planning Strategies – New Canaan Library – 4/14/26
Wednesday April 14, 2026 | 6:30-7:30 PM Jim and Dede Bartlett Auditorium, New Canaan Library Tax season is here, and Moneco Advisors is back with the second session in our Financial Planning Series: Tax Planning Strategies. This workshop is designed to help you make informed tax-related decisions and understand strategies that could benefit you and […]
Presentation/Workshop – Financial Planning Basics – New Canaan Library – 1/28/26
Wednesday, January 28, 2026 | 6:30-7:30 PM Jim and Dede Bartlett Auditorium, New Canaan Library Moneco Advisors is pleased to kick off our Financial Planning Series with an interactive workshop focused on the fundamentals of building a strong financial foundation. In this first session, Bill Shafransky, Senior Wealth Advisor, and Derrek Metz, Financial Planner, will […]