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

Tuesday October 15, 2019 8:00 AM

STARTING OCTOBER 15th, 2019 through JANUARY 31, 2020.

Clean out your closets and donate a gently used or new men’s, women’s or children’s coat for our 10th annual HFM Coat Drive. Join us in our  This year we are hoping to provide over 3,000 warm coats to South Jersey area neighbors in need.

Click here to see the list of the 2018/19 coat drive drop box locations, a list of the charities receiving the coats, watch our commitment video and to learn more about HFM browse to: https://hfmadvisors.com/our-committment/ 

Event Types:

Posted by HFM Advisors on April 19, 2019

Client Events

Thursday April 25, 2019 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 in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on April 9, 2019

Tuesday April 30, 2019 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 in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on March 8, 2019

Wednesday May 1, 2019 10:00 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.

NEW LOCATION- Held in the American Executive Conference Center, 10000 Lincoln Dr. East Suite 201, Marlton, NJ. 08053

Approx. 90 minutes.

RSVP Now!

Event Types:

Posted by HFM Advisors on April 22, 2019

Wednesday May 8, 2019 12:00 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 our own Jason Gabrieli, CFP and Investor Coach on how all the world markets performed in the first quarter (Q1) of 2019. 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:
On the Computer-Click Here to join the webinar 5 minutes before the start time.

Click “Open Zoom Meeting” and follow directions to download the application if you have never participated in a zoom (webinar) meeting.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

Meeting ID: 368 087 1559

NO RSVP Required!

Approximately 30 minutes.

Event Types:

Posted by HFM Advisors on April 19, 2019