The Advisor Perspective on HSAs

Date: February 25, 2020

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

This webinar will feature a panel of three Retirement Plan Advisors speaking on how and why they decided to offer HSAs to their employer clients and explaining their process they followed for offering HSAs to their employer clients.


  • Shelby George (moderator), CEO, Perspective Partners
  • Gary Allen, Principal, Prudential Advisors
  • Todd Kading, President, Leafhouse Financial
  • Chad Wilkinson, Director of Retirement Plan Sales, P&A Group

Learning objectives: The learning objective is for advisors to be well informed, so advisors understand more about how to add value with HSAs. The following content will be covered:

  • Advisor resources to learn about HSAs
  • Search for HSA vendor partners and criteria
  • Philosophy on investments
  • Adding value to employer clients and employees

This webinar is accepted by Fi360, CFP Board and IWI for one hour of continuing education.

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