If you missed a recent webinar, please use this link to access a recorded version.
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
Brian Hutchin, EVP/Manager Sales & Strategy
UMB Healthcare Services
Larry McQuaid, Head of Sales
SS&C Retirement Solutions
Matt Clarkin, President and Co-founder
National Association of Health Underwriters (NAHU) Capitol Conference
Kansas City Association of Health Underwriters (KCAHU)
Overland Park, KS
Texas Association of Health Underwriters (TAHU)
Annual ECFC Symposium
National Association of Plan Advisors (NAPA) 401(k) Summit
Self-Insurance Institute of America (SIIA) National Educational Conference & Expo
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.‡