Calendar

12

HSAs – How advisors can help connect health and wealth

Date: December 12, 2019

Time: 2:00 pm - 3:00 pm EST


Health Savings Accounts (HSAs) and high deductible healthcare plans (HDHPs) have become the norm, but many people do not always understand the full benefits. Advisors are in a unique position to educate employers on how to offer an HSA alongside their retirement benefits and to assist employees understand the real value of an HSA. This webinar will provide advisors with information on HSAs and HDHP trends in the employer market and dispel misconceptions about the use of both.

Learning objectives:

  • Current trends and statistics in the marketplace for HSAs and high deductible health care plans
  • Overall benefits of HSAs
  • Current state of health care offerings
  • Investments as part of the HSA
  • Future state for HSAs and high deductible health care plans

Health Savings Accounts (HSAs) and high deductible healthcare plans (HDHPs) have become the norm, but many people do not always understand the full benefits. Advisors are in a unique position to educate employers on how to offer an HSA alongside their retirement benefits and to assist employees understand the real value of an HSA. This webinar will provide advisors with information on HSAs and HDHP trends in the employer market and dispel misconceptions about the use of both.

Learning objectives:

  • Current trends and statistics in the marketplace for HSAs and high deductible health care plans
  • Overall benefits of HSAs
  • Current state of health care offerings
  • Investments as part of the HSA
  • Future state for HSAs and high deductible health care plans

Presenters:

  • Shelby George (moderator), CEO, Perspective Partners
  • Kevin Robertson, Senior Vice President, Chief Revenue Officer, HSA Bank
  • John Young, Senior Vice President, Consumerism and Engagement, HSA Bank
  • Ann Brisk, Senior Vice President, Director of Strategic Partnership Growth, HSA Bank

CE acceptance is pending.

 

This event is sponsored by HSA Bank.

Register Today

Let’s get to work. Connect