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 walk through the six core areas of financial planning and how they work together to support confident, informed decision-making at every stage of life.

We’ll begin by covering high-level planning concepts, then dive into which topics tend to be most relevant based on age and life stage—helping you better understand where you are today and what to expect in the future.

Areas of focus include:

Cash Flow
Insurance
Investing
Retirement
Goal Planning
Tax & Estate Planning

What You’ll Learn

How the financial planning process works
The six essential areas of planning and why they matter
Practical strategies you can begin implementing
How planning priorities evolve throughout your financial life

This workshop is part of a multi-session Financial Planning Series hosted by Moneco Advisors. Each program is designed to stand on its own, and registration is required for each individual session.

Upcoming Sessions in the Series:

April 14 – Tax Planning Strategies
May 21 – Financial Planning Beyond the Basics
June 3 – Cash Flow Basics

Can’t make it live? All sessions will be recorded and available to watch later on our YouTube channel.

Registration Information

This event is hosted at the New Canaan Library and requires advance registration.
Registration closes on January 28, 2026 at 7:00 PM.

Please register through the New Canaan Library’s website to reserve your spot (https://www.newcanaanlibrary.org/event/hold-moneco-171956)