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, Aug 1, 08:30 AM - 09:30 AM
Embrace the positive momentum with the August Bridge Series, shining a spotlight on the advancements in senior care. Guided by Dan Burke and featuring a panel of local leaders including Suzanne Burke, President & CEO of the Council on Aging, Mike Dunn, CEO of Meals on Wheels, and Scott McQuinn, President & CEO of Life Enriching Communities, we'll dive into the inspiring innovations and success stories transforming the industry. Whether you're a professional in the industry, a caregiver, or simply passionate about enriching the lives of seniors, join us in person or virtually for a celebration of the good news in senior care.
IT Security & Personal Cybersecurity
Thursday, Aug 15, 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.
Bridge Series
Thursday, Aug 1, 08:30 AM - 09:30 AM
Embrace the positive momentum with the August Bridge Series, shining a spotlight on the advancements in senior care. Guided by Dan Burke and featuring a panel of local leaders including Suzanne Burke, President & CEO of the Council on Aging, Mike Dunn, CEO of Meals on Wheels, and Scott McQuinn, President & CEO of Life Enriching Communities, we'll dive into the inspiring innovations and success stories transforming the industry. Whether you're a professional in the industry, a caregiver, or simply passionate about enriching the lives of seniors, join us in person or virtually for a celebration of the good news in senior care.
IT Security & Personal Cybersecurity
Thursday, Aug 15, 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.