Making Heads or Tails of Your Quarterly Statement- Glassboro Office

Wednesday January 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:


Making Heads or Tails of Your Quarterly Statement- Offsite in Marlton

Thursday January 31, 2019 6:00 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.

NEW LOCATION- Held in the Offices of Weinberg, Kaplan & Smith, P.A. 8000 Sagemore Drive, Suite 8202 MarltonNJ 08053 

Approx. 90 minutes.

RSVP Now!

Event Types:


Making Heads or Tails of Your Quarterly Statement- Offsite in Marlton

Friday February 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:


Making Heads or Tails of Your Quarterly Statement- Glassboro Office

Thursday February 7, 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: