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 July 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 June 10, 2019

Tuesday July 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 June 10, 2019