Webinar Wednesday- Third Quarter Recap

Wednesday October 23, 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 (Q3) 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.

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RSVP Now!

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Making Heads or Tails of Your Quarterly Statements

Thursday October 24, 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:


Making Heads or Tails of Your Quarterly Statements

Tuesday October 29, 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: