Events

2021  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:

How Best to Incorporate the HSA into a Health Professional’s Practice

NAHU Webinar
October 5, 2021

Despite the many benefits health savings accounts (HSAs) offer many advisors, brokers, HR experts and other stakeholders don’t fully understand how to maximize HSAs for long-term payoff. And, traditionally, HSAs have not drawn substantial assets from their account owners.


Join UMB to learn:

  • The broker's/benefit consultant's role in long-term planning
  • How brokers/benefit consultants can work with HSA vendors to offer a benefits lineup that allows employees to save for their current medical expenses as well as those they can expect to have in retirement
  • The importance of best practices—including education strategies and continued communication—to HSA adoption success
  • Techniques for encouraging HSA accountholders to pivot from spending to saving and investing their account balances
Register to attend

Conferences

2021 Conferences

National Association of Health Underwriters (NAHU)
Capitol Conference
 

February 22-24, 2021
Washington, DC and Virtual

Annual ECFC Symposium
August 4-6,  2021
Virtual

Benefits Pro Expo
August 16-18,  2021
Carlsbad, CA

SHRM Annual Conference & Expo
September 9-10,  2021
Las Vegas, NV and Virtual

National Association of Plan Advisors (NAPA)
401(k) Summit
 

September 12-14,  2021
Las Vegas, NV 

 

2022 Conferences

ECFC Annual Conference
March 17-19, 2022
Washington, DC

BenefitsPro Convention
May 23-25, 2022
Austin TX

SHRM Annual Conference
June 12-15, 2022
New Orleans LA

NAHU Annual Convention
June 25-28, 2022
Austin TX

ECFC 35th Annual Symposium
August 3-5, 2022
Orlando FL

NAPBA Conference
Date and location not released

SIIA Annual National Educational Conference & EXPO
Date and location not released

March 16-18

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

Easily track and manage your healthcare receipts using ReceiptVault.

HSA FAQ Resource

Find answers to your most common HSA questions in our comprehensive HSA FAQs section