Please join us March 26, 2026 at 1:00 PM for our next webinar in our financial wellness series on Navigating Financial Windfalls.
Money windfalls can be exciting, but they can also be overwhelming.
Join Moneco Senior Wealth Advisor Bill Shafransky MBA, CFP® RICP®, for an engaging session on Smart Moves for Sudden Money: How to Handle a Money Windfall, where he will share practical strategies to make confident, informed decisions when unexpected wealth enters your life.
This session goes beyond the dollars. Bill will cover:
- Understanding “sudden wealth” and its implications
- Pitfalls most people encounter when money comes unexpectedly
- Strategic ways to safeguard and grow your funds
- How to approach new wealth with purpose and long-term perspective
Whether you’ve just received an inheritance, a bonus, a business sale, or another unexpected financial gain, this webinar will give you actionable steps to protect, grow, and thoughtfully enjoy your windfall.
Because financial planning isn’t just about what comes in, it’s about making it work for what matters most to you.
We invite you to share this with friends, family, or anyone who could benefit or find it interesting. Register here to receive the webinar link for March 26th: https://us06web.zoom.us/webinar/register/WN_rE-i9-PMR4SRNN4V1gKjUA.