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 February 27, 2018 5:30 PM to 9:00 PM

Connect with local professionals and enjoy complimentary craft beers.

Join us at a new local brewing company “Death of the Fox”  for an opportunity to meet area executives and sample some of the tastiest craft brews around.

119 Berkley Rd.
Clarksboro, NJ

Check out this new brewery at  www.deathofthefoxbrewing.com

 

Seating very limited-RSVP Below!

RSVP Now!

Event Types:

Posted by HFM Advisors on February 6, 2018

Client Events

Wednesday April 18, 2018 12:00 PM to 12:30 PM

Watch our webinar from where its most convenient!

Topic: Where do my returns come from? Learn what your account statement tells you and how it relates to the “markets” around the world. Hear from HFM on how all the world markets performed in the first quarter (Q1) of 2018. We will begin with a global overview then feature the returns of stock and bond asset classes. There will be time for Q&A. Get ready to learn!

Join the Meeting: Click Here to join the webinar at the start time of Noon.

Enter your name and click “knock to enter”

Join the Audio Conference: Dial 302-202-5900 and enter access code 670-436-059#

NO RSVP Required!

Approximately 30 minutes.

Event Types:

Posted by HFM Advisors on January 23, 2018

Thursday April 19, 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 April 25, 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

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