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Manage Your Clients’ Health Savings Account Investments at Schwab

Session Speakers
Session Description

Why attend:
Learn how Schwab’s integrated solutions can help you put tax-advantaged health savings accounts to work for your clients

Session details:
Health savings accounts are an increasingly popular tax-advantaged savings vehicle for people enrolled in qualified high-deductible healthcare plans. New offerings at Schwab can help you invest and manage your clients’ health savings accounts. In this session, you will learn about an integrated HSA solution at Schwab, the Advisor Managed Consumer Direct HSA Program.  The program uses Schwab’s Health Savings Brokerage Account, a brokerage window within an HSA, to deliver broad investment capabilities and allows you to easily manage your clients’ health savings portfolios at Schwab. An overview of the benefits of investing HSA dollars will include a demo of the client experience and tips for driving firm growth.

Additional Information
Showcase Stage Presentation
30m
Session Schedule