Educational Seminars

{WEBINAR} Constructing Your Retirement Plan: Do You Have An Effective Investment Menu Strategy?

Approved for 1 HRCI Credit. 
Approved for 1 CPE Credit.
Valid for 1 PDCs for the SHRM-CP or SHRM-SCP.

Join us as we discuss how to construct an effective investment menu strategy. Webinar discussion topics will include: 
  • The basics of investing including ERISA 404(c) requirements, investment policy statement and a guide to developing an investment menu strategy
  • Investment strategy considerations such as defining investors and various fund options

The discussion will be led by HORAN's Paul Carl, a former Department of Labor, EBSA Senior Investigator with 32 years of retirement industry experience. Paul will be joined by HORAN's David Lohre, AIF®. David's Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply fiduciary practices. 

The webinar will be hosted by Ryan Horan, Department Director of HORAN Retirement Advisors.

Click here to read the presenters' bios. 

February 27, 2019
12:00 p.m. to 1:00 p.m.

You will receive a separate outlook invitation from Chris Huggard, Education & Events Manager at HORAN, with the webinar link and other important details.

Questions? Contact Chris Huggard at 
513.587.2735 or