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.


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