2018 Webinar Series and Conferences
If you missed a recent webinar, please use this link to access a recorded version.
10 Things Everyone Should Know About their HSA (But Probably Don't)
Hosted by BenefitsPRO
HSA enrollment is at an all-time high. By the end of 2017 over 22 million people were enrolled in HSAs, with assets totaling about $45 billion. But HSA savvy about how to maximize this powerful account is lagging. Many accountholders lack even basic knowledge, preventing them from getting the maximum value from their accounts. Our team of HSA experts will cover the basics that every HSA accountholder should know (but many don't), as well as several lesser-known strategies to take their HSA game to the next level.
What attendees will learn:
- HSA Essentials: The basics that every HSA accountholder should know, including how HSAs complement other retirement accounts
- 3 tips for taking HSAs to the next level, including tax-free spending after retirement
- Lesser-known HSA tips and tricks, including how to make a tax-free transfer of IRA dollars to an HSA
- How to maximize HSAs for all accountholders
Roy Ramthun "Mr. HSA," President and Founder, HSA Consulting Services
Holly Doering-Powell, VP/Director, Sales and Client Experience, UMB Healthcare Services
NAHU Capital Conference
ECFC Annual Conference.
NAPA 401K Summit-Speaking and Exhibiting
San Diego, CA
Benefits Pro Broker Expo
San Diego, CA
Kansas City, MO
NAHU Annual Conference-exhibiting and UMB event
La Jolla, CA
ECFC 31st Annual Administrators Symposium-Exhibiting
SIIA 38th Annual National Educational Conference and Expo-Exhibiting
You’ll hear from HSA experts who will cover key topics that your clients and other HSA account holders probably don’t understand and discuss several lesser-known strategies to help them take their HSA game to the next level.‡