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Accumulating Wealth through Health Savings Accounts

Session Speakers
Session Description

Why Attend
Learn about the benefits of health savings accounts and how you can help your clients get the most out of them.

Session Details
Rising healthcare costs are a major concern for people near retirement. Health savings accounts are emerging as a central component of wealth accumulation strategies, while lawmakers are positioning them as a core element of healthcare reform. Advisors seeking to educate their clients about HSAs will learn from a subject-matter expert about their features and benefits, and discover:

  • Strategies for maximizing their effectiveness
  • How to incorporate them into fee-based planning
  • How to evaluate HSA custodians and investment options

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule