Derrek Metz, Managing Partner and Financial Planner, Moneco Advisors, New Canaan CT

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 understand the foundations of estate planning.

Please RSVP here: https://us06web.zoom.us/j/85308550907?pwd=oHsjwXTOF614OtscNEYrZbNqgZ2lPc.1

 

Meeting details:

You are invited to a Zoom webinar!

When: Oct 23, 2025 12:00 PM Eastern Time (US and Canada)

Topic:  Estate Planning Basics with Derrek Metz, CFP® & CRPC®

Join from PC, Mac, iPad, or Android:

https://us06web.zoom.us/j/85308550907?pwd=oHsjwXTOF614OtscNEYrZbNqgZ2lPc.1

Passcode:564881

 

Phone one-tap:

+13052241968,,85308550907#,,,,*564881# US

+13092053325,,85308550907#,,,,*564881# US

 

Join via audio:

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Webinar ID: 853 0855 0907

Passcode: 564881

International numbers available: https://us06web.zoom.us/u/kcuwAo1k3N