Working With a Financial Advisor

At HORAN, our mission is to provide the tools to assist in your quest of a secure financial future. Our 2022 Wealth Education Seminars strive to empower individuals to improve their financial decision-making to prepare for retirement. Our variety of topics led by HORAN’s industry experts serves as resources for all your employees no matter their age or size of their retirement portfolio.

This webinar offers 1.0 PDCs for recertification credit hours through the Society for Human Resource Management and pending 1.0 HRCI CE credit hours.

When it comes to your financial plan, working with a financial advisor may offer the additional guidance and expertise you are looking for. It’s important to understand several components in order to find the best fit for you and your financial goals. We’ll explore different credentials, costs to consider and how to properly vet someone you may be interested in working with.

Presented by Amanda Hall, CFEd®, Education Engagement Manager, Retirement Plan Consulting

PLEASE NOTE: REGISTRATION ENDS AT 8:00 AM ON DECEMBER 13, 2022.

YOU WILL RECEIVE A SEPARATE EMAIL FROM ON24 WITH A LINK FOR THE WEBINAR.

Questions? Contact Chris Huggard, Education & Events Manager, chrish@horanassoc.com.