working knowledge 2023 Events & Education

HORAN is positioned to help assist individuals through two major life decisions: Medicare and Social Security benefit selections.

Nate Epp, Account Executive, and Michael Hermes, CFA, CFP, Vice President, Wealth Advisor, regularly host education sessions for individuals approaching the eligibility age for these benefits since 2019. The Navigating Medicare and Social Security webinar reviews the differences between Medicare Part A, B, C and D, Medicare Advantage versus Supplement plans and how to select the right coverage to meet your individual needs. Additionally, the session covers the state of the Social Security system, describing various filing options instead of filing strategies, when is the right time to apply, addressing different collection strategies and taxes.

Together, Epp and Hermes provide industry expert insights that can help individuals make more-informed decisions relating to Medicare and Social Security benefits.

Join us for one of the remaining Navigating Medicare and Social Security webinars in 2023. Each event is from 12 PM to 1:30 PM ET and offers 1.5 PDCs for recertification credit hours through the Society for Human Resource Management and 1.5 HRCI CE credit hours.

Navigating Medicare & Social Security

Thursday, May 18

Thursday, July 20

Thursday, September 21

Thursday, November 16

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At HORAN, we strive to support a brighter, more prosperous future for the individuals we serve. We designed our Financial Wellness Education Webinar Series with this goal in mind. Join our industry experts in efforts to improve financial decision-making and better prepare for the next phase of life.

Life Insurance Basics

Thursday, May 25, 12:00 - 1:00 PM ET

Nicholas R. Groman, Esq., CFP®

Vice President, Wealth Advisor, Registered Representative

Life insurance is an essential part of a financial plan that can offer your loved ones some sense of security in your absence. We will explore the types of insurance available and how to determine the amount that may work best for you through different stages of life.

The Guide for When You’re Gone

Thursday, August 24, 12:00 - 1:00 PM ET

Andrea D. Costa, Esq

Vice President, Financial Planning

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 care of loved ones you may leave behind.

Retirement Readiness

Thursday, November 9, 12:00 – 1:00 PM ET

Rachele Wolf, CPFA™

Vice President, Relationship Manager, Retirement Plan Consulting, Registered Representative

The term “retirement readiness” may mean something different to everyone. Whether it conjures visions of riding in an RV across the country or a quiet debt-free life in a condo on a beach, there are key planning concepts that can help you achieve your version of retirement bliss.