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,

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.

Don't Forget Compliance While You Are Innovating

Wednesday, Sep 14, 08:00 AM - Thursday, Sep 15, 01:30 PM

Innovation is key in any industry for continued growth and benefits industry is no different. Shelly Hodges-Konys, Director of Compliance at HORAN, and Lyndsey Barnett, Partner at Graydon, will share key insights that you need to be aware of as you continue to seek the next innovation for your benefits programs, including oftern overlooked compliance considerations.

Cincinnati - Wednesday, September 14, 8:00 - 10:30 am

Dayton - Wednesday, September 14, 11:30 am - 1:30 pm

Columbus - Thursday, September 15, 11:30 am - 1:30 pm 

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, September 15, 2022

            Thursday, November 17, 2022

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 October 20. 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.