Events

HORAN is committed to being proactive in educating clients, partners and friends of the firm on timely and relevant topics. We focus on delivering targeted and industry related thought leadership to help our clients make decisions that help them achieve their goals. When appropriate SHRM, HRCI, CPE and CLE continuing education credits are available.

Questions? Contact Chris Huggard, Education & Events Manager, chrish@horanassoc.com.

Bridge Series | Happy Holidays

Friday, Dec 3, 08:30 AM - 09:30 AM

Coffee & Networking at the Scripps Center, Floor 18, starting at 8:30 AM
Program from 9:00 AM - 9:30 AM

With the holidays in full swing, we've got 4 guests who, in their own ways, bring joy and light to our communities daily, making us proud to be a part of it all. We will welcome Samira Jaweed, Social Services Manager, Islamic Center of Greater CincinnatiRico Grant, Owner, Gallery at GumboChristian Huelsman, Executive Director, Spring in Our Steps, and Chris Smyth, Director, The Common Orchard Project.

If you plan to attend in person, please RSVP to Paige Greenwell as the building's guest entry policy has changed.

Want to join virtually? Click here for the Zoom link and enter with password Bridge2021
 
 

Budgeting 101

Thursday, Jan 13, 12:00 PM - 01:00 PM

The foundation of any successful financial plan is a strong budget. In this course, we will address the basics of designing and managing a budget. Key concepts being covered include how to initially build your budget, categorizing and evaluating expenses, where to make changes, and how much to hold in your emergency savings account to help you stay on track.

Register here for this event. It is part of the 2022 Financial Wellness Education Webinar Series.

Navigating Medicare & Social Security

  • Thursday, Jan 20, 12:00 PM - 01:30 PM
  • Thursday, Mar 17, 12:00 PM - 01:30 PM
  • Thursday, May 19, 12:00 PM - 01:30 PM
  • Thursday, Jul 21, 12:00 PM - 01:30 PM
  • Thursday, Sep 15, 12:00 PM - 01:30 PM
  • Thursday, Nov 17, 12:00 PM - 01:30 PM

One meeting for all of the information needed to help you with two major life decisions: Medicare and Social Security. You will hear from HORAN's industry experts, Nate Epp and Michael L. Hermes, CFA, CFP®, as they address a variety of questions and concerns. 

Register for this webinar today: 

Thursday, January 20, 2022                     Thursday, July 21, 2022

Thursday, March 17, 2022                        Thursday, September 15, 2022

Thursday, May 19, 2022                            Thursday, November 17, 2022

Life Insurance Basics

Thursday, Feb 17, 12:00 PM - 01:00 PM

Although it may seem like a somber topic, life insurance is an essential part of a financial plan that can offer your loved ones some sense of security in your absence. We will spend time exploring the different types of insurance available and how to determine the amount that may work best for you through different stages of life. 

Register here for this event. It is part of the 2022 Financial Wellness Education Webinar Series.

Retirement Readiness

  • Thursday, Apr 21, 12:00 PM - 01:00 PM
  • Thursday, Oct 20, 12:00 PM - 01:00 PM

The term “retirement readiness” may mean something different to everyone. Whether it conjures visions of riding in an RV across the continent or a quiet debt-free life in a cabin in the woods, there are key planning concepts that can help you achieve your version of retirement bliss. We will discuss various concepts connecting to retirement planning including building wealth, utilizing employer plans, medical expenses in retirement, income planning and more.

Register here for this event on April 21 and October 20. It is part of the 2022 Financial Wellness Education Webinar Series.

Investment Management

Thursday, Jun 16, 12:00 PM - 01:00 PM

With thousands of different investment options and strategies at your disposal, it is helpful to understand some key investment concepts and the basics of the different investment vehicles available to you. Learn about different types of investments, how psychology may play a role in your investing behaviors and how an investment plan could help you reach your financial goals.

Register here for this event. It is part of the 2022 Financial Wellness Education Webinar Series.

The Guide for When You're Gone

Thursday, Aug 18, 12:00 PM - 01:00 PM

Whether you anticipate leaving behind a substantial estate or hope to spend every last penny while you’re here, estate planning allows the opportunity to ease some of the burden on your family & friends after you’ve gone. We will discuss basic planning considerations and legal documents that may be necessary to effectively plan for the settling of your possessions and the care of loved ones you may leave behind.

Register here for this event. It is part of the 2022 Financial Wellness Education Webinar Series.

Working with A Financial Advisor

Thursday, Dec 15, 12:00 PM - 01:00 PM

When it comes to your financial plan, working with a financial advisor may offer the additional guidance and expertise you are looking for. It’s important to understand several components in order to find the best fit for you and your financial goals. We’ll explore different credentials, costs to consider and how to properly vet someone you may be interested in working with.

Register here for this event. It is part of the 2022 Financial Wellness Education Webinar Series.