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:

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