Educational Workshops (In-Person)

Our in-person workshops are held in the Smith-Gill Auditorium (at 2121 Cooperative Way) which is located on the first floor of the building connected to the HFS office building. The presentation will start promptly at Noon so please plan to arrive around 11:45 am in order to enjoy our catered lunch!


Click on the workshop presentation title to register for the workshop.

Wednesday, April 17: Estate Planning in 2024: Safeguard your family's future

Wednesday, June 5: Mid-Year Market Review

Wednesday, September 11: Year-End Tax Planning Tips in 2024

Wednesday, October 30: Year-End Market Review in an Election Year


HFS Webinars

Click on the webinar presentation title to register for the webinar.

Thursday, April 18: Estate Planning in 2024: Safeguard your family's future

Thursday, June 13: Mid-Year Market Review

Thursday, September 12: Year-End Tax Planning Tips in 2024

Thursday, October 31: Year-End Market Review in an Election Year


HFS On-Demand Webinars/Recordings

To hear a Hughes Financial Services on-demand webinar, please click on the webinar title. Recordings are hosted on a third-party site and will request your name and email address. Presentation slides for each webinar have also been provided. The running time for each webinar will vary.

February 1, 2024: How to Stay Safe From Financial Scams Recording

February 1, 2024: How to Stay Safe From Financial Scams (PDF Download)


May 24, 2023: The Debt Ceiling Fight and What It Means for You Recording

** May 24, 2023: The Debt Ceiling Fight and What It Means for You (PDF Download)

May 10, 2023: Proactive Tax Planning in 2023 and Beyond Recording

** May 10, 2023: Proactive Tax Planning in 2023 and Beyond (PDF Download)


October 19: Estate Planning Essentials in 2022 Recording

** October 19: Estate Planning Essentials in 2022 (PDF Download)

September 28: Savvy Investment Strategies in a Bear Market Recording

** September 28: Savvy Investment Strategies in a Bear Market (PDF Download)

July 27: 2022 Mid-Year Market Outlook: Navigating Market Headwinds & Tailwinds Recording

** July 27: 2022 Mid-Year Market Outlook: Navigating Market Headwinds & Tailwinds (PDF Download)

May 4: Headwinds & Tailwinds: An Economic Update Recording

** May 4: Headwinds & Tailwinds: An Economic Update (PDF Download)

April 20: Tax Planning for 2022: What to Expect and Plan For to Help Save More Recording

** Tax Planning for 2022: What to Expect and Plan For to Help Save More (PDF Download)

April 6: How to be Fraud Smart Recording

** How to be Fraud Smart (PDF Download)

January 26: HFS 2022 Economic Outlook Webinar Recording

** HFS 2022 Economic Outlook (PDF Download)


November 17: HFS 2021 Year-End Market Review Webinar Recording

** HFS 2021 Year-End Market Review (PDF Download)

August 25: Estate Planning in 2021 with SECURE and CARES Acts

** Estate Planning in 2021 with the SECURE and CARES Acts (PDF Download)

August 18: Cybersecurity in 2021: The Latest Scams and Strategies to Protect Yourself

** Cybersecurity in 2021: The Latest Scams and Strategies to Protect Yourself (PDF Download)

August 11: Taxes 2021 and Beyond

** Taxes 2021 and Beyond (PDF Download)

August 4: 2021 Mid-Year Economic Update

** 2021 Mid-Year Economic Update (PDF Download)


April 7: 2020 Was the Year of the Roth -- What About 2021?

** 2020 Was the Year of the Roth -- What About 2021?

March 31: The Many Ways to Invest in Real Estate

** The Many Ways to Invest in Real Estate Slides (PDF Download)

March 24: 2021 Identity Theft and Financial Scams: Don't Be a Statistic, Protect Yourself Today!

** 2021 Identity Theft and Financial Scams: Don't Be a Statistic, Protect Yourself Today! Slides (PDF Download)

March 17: ESG Investing: What is it and should you consider it in your financial plan?

** ESG Investing: What is it and should you consider it in your financial plan? Slides (PDF Download)

March 10: Tax Planning in 2021: What to Expect & Plan For with Guest Speaker Liz Nuti, President of Accounting & Tax Solutions, Inc.

** Tax Planning in 2021: What to Expect & Plan For with Guest Speaker Liz Nuti, President of Accounting & Tax Solutions, Inc. Slides (PDF Download)

March 3: Estate Planning in 2021 with Guest Speaker Martha Sotelo, Esq., Principal at Vaughan, Fincher & Sotelo, PC

** Estate Planning in 2021 with Guest Speaker Martha Sotelo, Esq., Principal at Vaughan, Fincher & Sotelo, PC Slides (PDF Download)

February 24 (2021): Hindsight, Foresight, Insight: A Look Back at 2020 and Market Review of 2021

** Hindsight, Foresight, Insight: A Look Back at 2020 and Market Review of 2021 Slides (PDF Download)


November 19: HFS' Special Market Update: What the 2020 Election Means for your Investments & Taxes -- A Tax Policy Perspective

November 12: HFS' Special Market Update: What the 2020 Election Means for your Investments & Taxes -- A Market Perspective

September 9: Donkeys, Elephants, Bulls and Bears: How Will the Presidential Election Impact the Market & Investor Portfolios?

** Donkeys, Elephants, Bulls and Bears: How Will the Presidential Election Impact the Market & Investor Portfolios? Slides (PDF Download)

September 2: Yes, You Can ... Raise Financially Aware Kids & Grandkids

** Yes, You Can ... Raise Financially Aware Kids & Grandkids Slides (PDF Download)

August 26: Maximizing the Value of Your HFS Portal, Part 2: Using the Spending & Budgeting Tools to your Benefit

** Maximizing the Value of Your HFS Portal, Part 2: Using the Spending & Budgeting Tools to your Benefit Slides (PDF Download)

August 19: Your Savings Alone Won't Pay for College: Financial Strategies to Get on Track for College

** Your Savings Alone Won't Pay for College: Financial Strategies to Get on Track for College Slides (PDF Download)

August 12: Fundamentals of Investing 102: Making Your Money Work For You in the Stock Market

** Fundamentals of Investing 102: Making Your Money Work For You in the Stock Market Slides (PDF Download)

August 5: Five Financial Mistakes Made in Retirement & How You Can Avoid Them

** Five Financial Mistakes Made in Retirement & How You Can Avoid Them Slides (PDF Download)

July 29: HFS Wednesday Lunch & Learn: Halftime Report: An Economic & Market Update

** Halftime Report: An Economic & Market Update Slides (PDF) Download


May 27: HFS Wednesday Lunch & Learn: Hands Off Uncle Sam! Strategies to Lower Your Tax Bill

** Hands Off Uncle Sam! Strategies to Lower Your Tax Bill Slides (PDF) Download

 

May 20: HFS Wednesday Lunch & Learn: An Economy Under Attack: What the Experts Are Telling Us

** An Economy Under Attack: What the Experts Are Telling Us Slides (PDF) Download

 

May 13: HFS Wednesday Lunch & Learn: Charitable Giving Strategies During COVID-19 & Beyond

** Charitable Giving Strategies During COVID-19 & Beyond Slides (PDF) Download

 

May 6: HFS Wednesday Lunch & Learn: What is a Vital Documents File and Why Do I Need One? 

** What is a Vital Documents File and Why Do I Need One? Slides (PDF) Download)

** Vital Documents Checklist (Word)

 

Apr 29: HFS Wednesday Lunch & Learn: Value in the Vault: A Guide to Your HFS Client Portal

** Value in the Vault: A Guide to Your HFS Client Portal Slides (PDF) Download (Note: the live demo of the Client Portal is not included in the slides download. To view the live demo, please watch the recording.)

** What Can I Store in my Client Portal Documents Checklist (PDF)

 

Apr 22: HFS Wednesday Lunch & Learn: Fundamentals of Investing

** Fundamentals of Investing Slides (PDF) Download

 

Apr 15: HFS Wednesday Lunch & Learn: Estate Planning Steps to Take During the COVID-19 Pandemic

** Estate Planning Steps to Take During the COVID-19 Pandemic Slides (PDF) Download

** File of Life Form (PDF) Download

 

Apr 8: HFS Wednesday Lunch & Learn: Cybercrime 2020: How to Identify & Protect Against COVID-19 Scams

** Cybercrime 2020: How to Identify & Protect Against COVID-19 Scams Slides (PDF) Download

 

Apr 1: HFS Wednesday Lunch & Learn: Roth IRAs: To Convert or Not to Convert

 

Mar 27: End of the Week Market Review with a Look at the CARES Act of 2020