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.

Navigating Medicare & Social Security

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: 

 

SECURE 2.0: New Developments and Their Impact on Retirement Plan

Tuesday, May 2, 12:00 PM - 01:00 PM

Retirement Plan Series panel featuring HORAN, Graydon and VonLehman, will discuss updated guidance from SECURE Act 2.0.

Register here.

Life Insurance Basics

Thursday, May 25, 12:00 PM - 01:00 PM

Although it may seem 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 types of insurance available and how to determine the amount that may work best for you through different stages of life. 

Click here to register. 

This event is a part of the 2023 Financial Wellness Education Webinar Series.

The Guide For When You're Gone

Thursday, Aug 24, 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 you possessions and care of loved ones you may leave behind. 

Click here to register. 

This event is a part of the 2023 Financial Wellness Education Webinar Series.

Retirement Readiness

Thursday, Nov 9, 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. 

Click here to register. 

This event is a part of the 2023 Financial Wellness Education Webinar Series.