HORAN Education Catalog

H O RAN Ed u ca t i o n C a t a l o g J u n e t o D e c e m b e r 2 01 5

CHARTING THE COURSE OF YOUR FUTURE THROUGH EDUCATIONAL OPPORTUNITIES In Pursuit of What Matters Most.

The following is a selection of HORAN’s educational offerings.

Please visit our website at www.horanassoc.com for additional education opportunities.

discussion is designed to address the challenges that may hinder wellness programs from reaching the next level of performance and identify common pitfalls that prevent program success.

Premium Financing & Policy Loans (Cincinnati) AUG 20

HORAN Corporate Headquarters 4990 East Galbraith Road Cincinnati, Ohio 45236 Registration & Complimentary Breakfast: 7:30 AM to 8:00 AM; Presentation: 8:00 AM to 9:30 AM

June Prepare for Department of Labor Targeted Initiatives (Dayton) JUN 17

Wednesday, June 17 This seminar is designed to help you understand benchmarking and give you an overview of 2015 Department of Labor hot topics.

International Benefits (Cincinnati) JUL 30

Dayton Racquet Club 40 North Main Street Dayton, Ohio 45423 Registration & Complimentary Lunch: 11:30 AM to 12:00 PM; Presentation: 12:00 PM to 1:00 PM

HORAN Corporate Headquarters 4990 East Galbraith Road Cincinnati, Ohio 45236 Registration & Complimentary Breakfast: 7:30 AM to 8:00 AM; Presentation: 8:00 AM to 9:30 AM

July Addressing the Challenges that May Hinder Your Wellness Program (Cincinnati) JUL 16

Registration & Complimentary Breakfast: 7:30 AM to 8:00 AM; Presentation: 8:00 AM to 11:30 AM

Thursday, June 18 This roundtable is designed to help you select the appropriate elements to ensure a strong foundation for your wellness program.

Thursday, July 16 This interactive roundtable

This seminar is designed to provide an overview of the various Human Resource and Corporate Benefit challenges associated with sending employees on international assignment. You will be provided with a complimentary breakfast as well as a box lunch to take with you when you leave the seminar.

HORAN Corporate Headquarters 4990 East Galbraith Road Cincinnati, Ohio 45236

Establishing the Proper Foundation for a Successful Wellness Program (Cincinnati) JUN 18

Thursday, July 30

3:30 PM to 6:30 PM

Own Your Future (Cincinnati) AUG 22

Michael Napier, CFP®, Vice President at HORAN, is presenting on Long Term Care for a seminar hosted by The Council on Aging of Southwestern Ohio.

12:45 PM to 1:45 PM

10th Annual Ohio Employee Health & Wellness Conference (Columbus) AUG 25

Wednesday, August 19 This roundtable is designed to help you select the appropriate elements to ensure a strong foundation for your wellness program.

Registration & Complimentary Lunch: 11:30 AM to 12:00 PM; Presentation: 12:00 PM to 1:30 PM

Saturday, August 22

Location TBD

Establishing the Proper Foundation for a Successful Wellness Program (Dayton)

Dayton Racquet Club 40 North Main Street Dayton, Ohio 45423

This seminar is designed to help advisors assist clients with large policy loans to achieve better policy performance and to utilize premium financing for estate and charitable planning.

Queen City Club 311 East Fourth Street Cincinnati, Ohio 45202

August AUG 19

Thursday, August 20

Tuesday, August 25 This annual conference, offered in collaboration by the Manufacturers’ Education Council and Ohio Chamber of Commerce, provides attendees with strategies to develop healthy workplace cultures. Scott Silver, Health Management Director at HORAN, will lead a workshop and will present on how to design a best-in-class wellness program.

Embassy Suites Columbus-Airport 2886 Airport Drive Columbus, Ohio 43219 8:00 AM to 4:15 PM (Conference) 1:00 PM to 2:30 PM (Scott’s Workshop)

Covering Your Compliance Needs (Cincinnati) AUG 27

Thursday, August 27 This seminar is designed to provide

June to December 2015 Course Offerings hosted by The Council on Aging of Southwestern Ohio.

you with information to help you understand the employer mandate reporting required by applicable employers and other employer disclosure requirements.

Cooper Creek Event Center 4040 Cooper Road Blue Ash, Ohio 45241 Registration & Complimentary Breakfast: 7:30 AM to 8:00 AM; Presentation: 8:00 AM to 9:30 AM

Location TBD 6:30 PM to 7:30 PM

An Insider’s View to Investing (Cincinnati) OCT 14

September

5:00 PM to 6:30 PM

Wednesday, September 23 This roundtable is designed to provide you with solutions to address your company’s wellness priorities.

HORAN Corporate Headquarters 4990 East Galbraith Road Cincinnati, Ohio 45236 Registration & Complimentary Breakfast: 7:30 AM to 8:00 AM; Presentation: 8:00 AM to 9:30 AM

Department of Labor’s Key Focus Areas for Health Plans and Retirement Plans (Cincinnati) OCT 22

October Estate Planning for Clients & Advisors (Cincinnati) OCT 8

Thursday, October 8

OCT 13

Tuesday, October 13 Michael Napier, CFP®, Vice President at HORAN, is presenting on Long Term Care for a seminar

This seminar will provide an update on your reporting obligations and responsibilities and associated audit risks for health insurance plans and retirement plan offerings.

This seminar is pending approval to provide you with Continuing Education (CE) credits. You will be provided with a complimentary breakfast and box lunch to take with you when you leave the seminar.

8:00 AM to 12:00 PM

Hyde Park Country Club 3740 Erie Avenue Cincinnati, Ohio 45208

Own Your Future (Cincinnati)

Thursday, October 22

Queen City Club 311 East Fourth Street Cincinnati, Ohio 45202

This seminar is designed to help advisors and clients understand estate planning options to consider before year-end.

3:30 PM to 6:30 PM

This seminar is designed to highlight the HORAN Wealth Management organization and the HORAN Financial Planning Process.

HORAN Corporate Headquarters 4990 East Galbraith Road Cincinnati, Ohio 45236

Addressing Your Company’s Wellness Priorities (Cincinnati) SEPT 23

Wednesday, October 14

November Premium Financing & Policy Loans (Dayton) NOV 12

Thursday, November 12 This seminar is designed to help advisors assist clients with large policy loans to achieve better policy

performance and to utilize premium financing for estate and charitable planning.

Dayton Racquet Club 40 North Main Street Dayton, Ohio 45423 3:30 PM to 6:30 PM

Special Education Series Watch for an invitation to these special opportunities in your email inbox.

Kentucky Roundtable Series The Kentucky Roundtable series is designed to provide Kentucky businesses with an intimate forum on a quarterly basis to discuss topics such as Wellness in the Workplace, Reference Based Pricing and Reporting Requirements and Deadlines. All roundtables take place in the HORAN Conference Room at the Northern Kentucky Chamber of Commerce.

Upcoming Roundtable Dates: August 13 and October 8

Small Business Solutions Roundtable Series The Small Business Solutions Roundtable series is an educational forum designed exclusively for organizations with fewer than 100 employees. Past topics have included Making Wellness Work for Your Organization and Health Care Reform’s Impact on Renewal Strategy. The roundtables take place on a quarterly basis at HORAN Corporate Headquarters.

Upcoming Roundtable Dates: August 20 and November 18

United Benefit Advisors (UBA) Webinars The United Benefit Advisors (UBA) webinars are available free of charge for HORAN clients and friends of the firm as a result of HORAN’s partnership with UBA. These webinars occur throughout the year and cover a variety of topics such as FMLA, Managing Benefit Costs and Getting the Most Out of Your Vision Benefit. Each webinar is submitted to the Human Resource Certification Institute to qualify for 1.25 recertification credit hours.

HORAN is committed to being proactive in educating our clients, partners and friends of the firm on timely and relevant topics. As a result, HORAN’s Education Catalog is subject to change. HORAN reserves the right to add and cancel seminars if necessary.

Go to www.horanassoc.com to find out more about upcoming educational opportunities as more seminars are scheduled throughout the year.

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CORPORATE HEADQUARTERS 4990 East Galbraith Road Cincinnati, Ohio 45236 513.745.0707 800.544.8306

www.horanassoc.com

REGIONAL OFFICES 2480 Kettering Tower 40 North Main Street Dayton, Ohio 45423 937.610.3700

Columbia Executive Center 207 Grandview Drive, Suite 100 Fort Mitchell, Kentucky 41017 859.572.4500