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Sep 9

Monthly CE Webinar: Leveraging HSAs

September 9, 2021 @ 1:00 pm - 2:00 pm CDT

If your clients have an HSA, they might be using it incorrectly.

They may not understand the basics of an HSA or how their HSA could potentially be a big part of their retirement income plan.

In this on-demand webinar, you’ll get a deeper dive into HSAs with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson. You’ll learn the following:

Understanding the basics of HSAs
How does an HSA fit into a retirement income plan
Why most people are using HSAs incorrectly
The triple tax advantage HSA

Fill out this form to get access to this on-demand webinar.

Details

Date:
September 9, 2021
Time:
1:00 pm - 2:00 pm CDT