View Curated Resources to Help You Navigate COVID-19


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.

Bridge Series | ArtsWave, Cincinnati Ballet & ArtWorks

Friday, April 9, 9:00 AM - 9:30 AM

This month we're connecting some of the finest arts organizations in our community. We're hosting Alecia Kintner, President & CEO of ArtsWave, Scott Altman, President & CEO of the Cincinnati Ballet, and Colleen Houston, CEO & Artistic Director of ArtWorks, as they update us on what is new and exciting for their organizations in 2021. Hope you can join us!

Join the meeting via Zoom here with password Bridge2021.

Retirement Plans: Understanding Plan Design & Audit Findings

Tuesday, April 27, 12:00 PM - 1:00 PM

Plan design does not just impact your employees, it also impacts you as the plan sponsor. Finding providers, selecting the right plan, determining eligibility and more are all factors to be considered.

Join Paul Carl, Vice President, Retirement Plan Consulting, Registered Representative, HORAN and industry experts from VonLehman CPA & Advisory Firm, Graydon Law and TPA, a division of Latitude, for a panel discussion on common plan document failures, Department of Labor document issues found in audits and how to eliminate errors on the front end.

Register here for the event.

Navigating Medicare & Social Security

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, May 20, 12:00 PM - 1:00 PM

Thursday, July 15, 12:00 PM - 1:00 PM

Thursday, September 16, 12:00 PM - 1:00 PM

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

Save the Date - HORAN Business Advisors Grow Series

Wednesday, June 2, 2021 from 12:00 p.m. to 1:00 p.m.