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 & Empower our clients and the community to make wise financial decisions. We welcome the community to “get-to-know-us” by attending our educational Workshops. 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

Client Events

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