Webinar – Smart Moves for Sudden Money: How to Handle a Money Windfall – 3/26/26
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 […]
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 – 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 […]
Advisor Insights: When Life Changes Overnight
When Life Changes Overnight: How a Financial Plan Can Help As financial advisors, we love talking with clients about the exciting parts of life. Reaching retirement goals, planning a dream trip, or saving for a child’s future are the kinds of conversations that bring energy and optimism to our work. But sometimes life throws something […]
The Government Shutdown: Key Takeaways by Bill Shafransky, MBA, CFP®, RICP®
The government shut down, again. Interestingly enough, this marks the 20th time a shutdown occurred since 1976. The last time this happened was in 2018, when a 34-day standoff in Washington led to partisan finger-pointing in the media and endless social media debates between everyday Americans, each convinced their view was the right one. And […]