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,

Guiding Your Company Through Succession/M&A Strategies

Tuesday, Sep 28, 12:00 PM - 01:00 PM

Whether an organization is multi-generational, newly formed or previously acquired, every business owner eventually faces a transition. There are many considerations when it comes to the succession of your company. How does succession planning and M&A activity affect the organization’s retirement plan(s)? What are the considerations for the acquirer and the seller? Does it matter if it’s a stock purchase or asset-based deal?

Register for our conversation with experts from VonLehman CPA & Advisory Firm, Graydon and HORAN as they answer your questions and give insight into the real-life examples they have experienced over the years.

Navigating Medicare & Social Security

  • Thursday, Jul 15, 12:00 PM - 01:30 PM
  • Thursday, Sep 16, 12:00 PM - 01:30 PM
  • Thursday, Nov 18, 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 upcoming dates of this webinar:

Thursday, November 18, 12:00 PM - 1:30 PM