One Meeting for Your Medicare & Social Security Needs

Insights | One Meeting for Your Medicare & Social Security Needs
couple sitting on bench overlooking the ocean and beach from a pier

Join HORAN for an upcoming education session that will help you make informed choices related to Medicare and Social Security.

Michael Hermes, CFA, CFP®, Vice President & Wealth Advisor at HORAN, and Nate Epp, Medicare Specialist at HORAN, will cover:

  • Medicare: Parts A, B, C and D, Medicare Advantage vs Supplement plans, when to apply, associated costs and Health Savings Accounts (HSA)
  • Social Security: Estimate calculation, when to apply, different collection strategies, non-covered workers and taxes.

HORAN is hosting virtual learning sessions throughout 2021. Here are the upcoming dates for the calendar year: 

  • July 15 - 12:00 to 1:30 p.m.
  • September 16 - 12:00 to 1:30 p.m.
  • November 18 - 12:00 to 1:30 p.m.

Click here to register for one of these sessions.

Resources for Employers:
If you are an employer, looking to provide your retirement-ready population with more resources related to Medicare and Social Security, Michael Hermes and Nate Epp can come on-site or host a virtual learning session for your employees. Please fill out the form below to have a HORAN representative reach out to you to schedule a session for your organization.


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