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.
Saving for Education
Wednesday, Aug 6, 12:00 PM - 12:45 PM
Join us for an informative session on smart strategies for saving for education. We’ll break down the differences between 529 plans and brokerage accounts—covering tax advantages, flexibility, and what might make the most sense for your goals. Whether you're saving for college or considering other educational expenses, this session will help you make informed decisions.
Navigating Medicare & Social Security
- Thursday, Aug 21, 12:00 PM - 01:30 PM
- Thursday, Oct 16, 12:00 PM - 01:30 PM
- Thursday, Dec 4, 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!
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