Shelby George (moderator), CEO, Perspective Partners
Gary Allen, AIFA®, Principal, Prudent Investor Advisors
Todd Kading, President, LeafHouse Financial
Chad Wilkinson, Director of Retirement Plan Sales, P&A Group
February 25, 2020
This webinar features 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.
ATTENTION: The learning management system (LMS), which supports all continuing education programs (CE), training courses and exams, is scheduled for routine maintenance on Sunday, Jan. 24 at 12:00 p.m. and will last approximately two hours. Users will be able to access training and CE courses but may see intermittent maintenance pages during this time.
Please contact our Client Engagement Team at support@fi360.com with any questions.