Home » Events » Financial Wellness Series – New Canaan Ct Library

Financial Wellness Series – New Canaan Ct Library

Posted August 9, 2025

By Derrek Metz

Recent Posts

Event – Annual Shredding Event & Veteran’s Clothing Drive – 6/06/26

Presentation/Workshop – Cash Flow Basics – 6/03/26

Presentation/Workshop – Financial Planning Beyond Basics – 5/21/26

Presentation/Workshop – Tax Planning Strategies – New Canaan Library – 4/14/26

Presentation/Workshop – Financial Planning Basics – New Canaan Library – 1/28/26

Moneco Advisors Completes Merger with Lichtenstein Financial & Lichtenstein Tax Consultants, Strengthening Wealth Platform, Launching Moneco Tax

Webinar – Tax Planning Fundamentals – 1/28/26

Advisor Insights: Smart Cash Management for Business Owners

Wealth of Knowledge – What you should consider for the New Year?

Webinar – Decoding the U.S. Debt Situation – 1/22/26

Advisor Insights: 10 Charitable Giving Strategies to Maximize Impact

Wealth of Knowledge – Smart Giving in 2025

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 our YouTube channel to view our current content and webinars. We also invite you to view our LinkedIn, Facebook or X content for additional resources and insights on financial planning and investing.