Events

2020 Webinar Series

Recorded Webinars

If you missed a recent webinar, please use this link to access a recorded version.

 

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Recent Webinar Recording:

Retain Clients with Holistic Wealth Planning that Includes HSAs

Holistic wealth planning uncovers all areas that should be considered for successful retirement.

Recent stock market swings caused by COVID-19 illustrate that a traditional defined contribution plan is unlikely to be able to meet the long-term needs of many retirees already struggling to cover skyrocketing healthcare costs.

Enter HSAs—a smaller, yet bright star in the retirement plan universe. They are a viable option for immediate funds in an emergency as well as an important tool for long-term planning.

Tune into this recorded webinar to hear our expert panelists discuss:

  • Why HSAs are a great tool for setting aside pretax income for medical expenses. 
  • How HSAs are similar to—and different from—a traditional 401(k).
  • How HSAs can be used during an emergency.
  • Ways to maximize HSA features and benefits to create a successful and comprehensive wealth portfolio

Speakers:

Brian Hutchin, EVP/Manager Sales & Strategy
UMB Healthcare Services    

Larry McQuaid, Head of Sales
SS&C Retirement Solutions
    
Matt Clarkin, President and Co-founder
AccessPoint HSA
 

View Webinar

UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

How to Use ReceiptVault

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.‡

Healthcare Payment Solutions to fit your needs.

See how UMB Healthcare Services can serve YOU.