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: Current Client Events
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: Current Client Events
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: Current Client Events
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: Current Client Events
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: Current Client Events
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: Current Client Events