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 […]
Moneco Advisors Completes Merger with Lichtenstein Financial & Lichtenstein Tax Consultants, Strengthening Wealth Platform, Launching Moneco Tax
FOR IMMEDIATE RELEASE Moneco Advisors announced today the completion of its merger with Lichtenstein Financial and affiliated tax firm, Lichtenstein Tax Consultants. The two firms completed a multi-year integration process prior to closing, aligning their practices to reduce transition risk while ensuring continuity for both clients and team. This partnership not only reflects Moneco’s disciplined […]
Webinar – Estate Planning Basics – 10/23/25
You’re Invited: Webinar on October 23, 12 Noon for an Estate Planning Basics presentation with Derrek Metz, CRPC® Moneco Managing Partner, Derrek Metz CRPC® (CRPC conferred by College for Financial Planning) will lead an informative financial wellness webinar regarding Estate Planning Basics. This lunch and learn format serves to help families and individuals to better […]
Financial Wellness Series – New Canaan Ct Library
You’re Invited to Join Us for Our Moneco Financial Wellness Series! Stay tuned here or give us a call at 203.594.1607 regarding our financial wellness series at the New Canaan Library this Autumn 2025 for topics including: Financial Planning Basics (and Beyond!) Estate Planning Budgeting Basics Financial Wellness Social Security Tax Planning And, more Visit […]
Advisor Insights: Estate Planning Tips for The Sandwich Generation
If you’re part of the sandwich generation—caring for aging parents while supporting your own children—getting your estate plan in order isn’t just a smart move, it’s a sanity-saver. But knowing where to begin can feel overwhelming. The idea of hiring a lawyer and paying by the hour just to understand the basics? Not exactly appealing. […]
Weekly Wealth of Knowledge – Aligning Investments With Your Values
Celebrating Small Businesses This December! We’re thrilled to continue supporting and celebrating small businesses this month. In our December 11th newsletter, we’re spotlighting the following: Advisor Insights: Aligning Investments With Your Values Community: Best Places To Work Planning/Market: The Jobs Report If you enjoy our content, don’t forget to connect with us on Facebook, Linkedin, and X. Explore […]
Advisor Insights: Teaching Kids to Be Charitable
Leaving a Legacy of Giving: Teaching Kids to Be Charitable Using Behavioral Finance Raising kids to be charitable is more than just teaching them to share; it’s about embedding empathy, responsibility, and sound financial habits. Behavioral finance—a field that explores how emotions, habits, and psychology influence financial decisions—tells us that the earlier we establish positive […]