Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

Making Heads or Tails of Your Quarterly Statement

January 23, 2018 by HFM Advisors

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:

  • Facebook
  • Google +
  • Linked In
  • Articles

HFM Investment Advisors, LLC (“HFM”) is a registered investment adviser offering advisory services in the states of New Jersey, Pennsylvania, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HFM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Please see Here for additional disclosures.