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.

Download Webinar Slides