Events
HORAN Wealth 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.
Questions? Contact Macy Brown, Digital Communications Manager, macyb@horanwealth.com.
Bridge Series
Thursday, Sep 5, 08:30 AM - 09:30 AM
Join us for the Good News in September as we celebrate the leadership and achievements within Greater Cincinnati's real estate community. We will spotlight the positive impact of real estate initiatives that are shaping our region. Together, they will share insights, strategies, and success stories that are driving the future of real estate. Don’t miss this opportunity to gain valuable knowledge, network with peers, and contribute to the ongoing dialogue around the growth and development of our local real estate market.
LOCATION:
- Bricker Graydon's Scripps Center Office
SPEAKERS:
- Kate Greene - Chief Strategy Officer, Urban Sites
- Peter Horton - Principal & Co-Founder, Terrex Development & Construction
- Christian Evanchec - Capital Markets & Investment Sales, Colliers
AGENDA:
- 8:30 - 9:00 AM: Arrival and refreshments
- 9:00 - 9:30 AM: Program and discussion
IT Security & Personal Cybersecurity
Thursday, Sep 12, 12:00 PM - 01:00 PM
Information technology (IT) and personal cybersecurity practices involve safeguarding digital assets. Such as implementing strong passwords, update software regularly, conducting security audits, and staying current with evolving threats for robust defense.
This event is a part of the 2024 Financial Wellness Education Webinar Series. Offered by HORAN Wealth Management. An SEC Registered Investment Advisor, Cincinnati, Ohio.
Navigating Medicare & Social Security
- Thursday, Jul 18, 12:00 PM - 01:30 PM
- Thursday, May 16, 12:00 PM - 01:30 PM
- Thursday, Mar 14, 12:00 PM - 01:30 PM
- Thursday, Sep 19, 12:00 PM - 01:30 PM
- Thursday, Nov 14, 12:00 PM - 01:30 PM
Join us for an engaging virtual seminar, where Social Security industry professional Michael Hermes, CFA, CFP, Vice President, Wealth Advisor from HORAN Wealth links up with Medicare industry professional, Nate Epp, Account Executive from HUB Medicare Solutions. Michael and Nate will be LIVE to address all your questions and provide expert insights on all details with Medicare and Social Security. Click the links below to register!
Maximizing Your Benefits with HSAs
Thursday, Oct 17, 12:00 PM - 01:00 PM
Maximizing Health Savings Account (HSA) benefits by contributing pre-tax income and invest funds for potential future growth. Save receipts for future tax-free withdrawals and leverage HSA for long-term health care planning and retirement savings.
This event is a part of the 2024 Financial Wellness Education Webinar Series. Offered by HORAN Wealth Management. An SEC Registered Investment Advisor, Cincinnati, Ohio.