The Advisor Perspective on HSAs
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.