This is part of a four-part webinar series on Health Savings Accounts. To view or purchase the entire series, click here.
Some financial organizations may be reluctant to implement or develop an HSA program given the uncertainties that still surround these accounts and their place in the tax-qualified savings landscape. This course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all. This is the perfect opportunity to tap into the HSA market’s potential for your organization.
- Learn the history of HSAs and the concept behind their creation
- Discuss the growth in these accounts and the market opportunities for financial organizations that offer HSAs
- Review the data on contributions, average balances, and typical HSA customers
- Describe the varying methods of use and investment strategies that account owners are applying to their HSA assets
Who Should Attend?Those responsible for HSA compliance or operations at their financial organization will benefit from this program.
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