Financial Planning Basics with Moneco Advisors
January 28 @ 6:30 pm - 7:30 pm
FreeJoin New Canaan’s own Moneco Advisors for a financial planning workshop where we’ll discuss the 6 main areas of planning that you and your loved ones should discuss. (Cashflow, Insurance, Investing, Retirement, Goal Planning, and Tax / Estate Planning) After covering high level concepts, we focus on which planning issues are relevant based on age to better understand where you are today and what is to come in your future!