Events

At HFM we believe ongoing, two-way communication distinguishes us as a financial services firm. Our events are focused on fulfilling our mission to Educate and Empower our clients and the community to make wise financial decisions. We welcome the community to “get-to-know-us” by attending our no-charge, Separating Investing Myths from Truth Educational Workshop. Existing clients can RSVP for any of our Investor Education Series, charitable or client appreciation events. All are welcomed to bring-a-friend to join our community of Educated Investors.

Public Events

Tuesday June 19, 2018 5:30 PM

Join us for a fun, social evening of wine tasting in Auletto Caterer’s wine cellar and patio overlooking beautiful Almonesson Lake in Deptford, NJ. Hot and cold Hor d’oeuvres served. Live Music by Mark Cicallella. Laughter and fun are on the menu with all net proceeds to benefit the YMCA of Gloucester County.

Click here to Register Today!

 

 

Event Types:

Posted by HFM Advisors on April 7, 2018

Client Events

Tuesday May 1, 2018 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on April 7, 2018

Thursday May 3, 2018 9:30 AM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on April 10, 2018

Wednesday July 18, 2018 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on January 23, 2018

Tuesday July 24, 2018 9:30 AM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on January 23, 2018

Wednesday October 17, 2018 9:30 AM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on January 23, 2018

Thursday October 18, 2018 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room. Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on January 23, 2018