Making Heads or Tails of Your Quarterly Statements
Tuesday October 29, 2019 6:30 PM
Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.
Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.
Approx. 90 minutes.
- 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.