50+ CE Courses $29 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies - Roy Ramthun and Aaron Benway

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs.


Overall Rating:   4.7 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit (no additional reporting fee) - please add your ID at checkout. You are responsible for reporting ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit.

Retail:  $29.00      
$29.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download

Receive this course with no extra fee when you become a 90 Day Member for $99

Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

 

Professional Development - Premier Membership Professional Development - Premier Membership Become a Member for

FULL ACCESS to 50+ CE courses

Including this course, no extra fee!

$99 - 90 Days Full Access or

$199 - 365 Days Annual Premier.


About this course:

Most Americans are not saving enough for retirement. Further, we underestimate how much of our retirement income will be spent on health care costs.

 

Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency today coupled with the flexibility to meet retirees’ changing needs as they age. Although not every American can have an HSA, this savings account option is increasingly available to workers as part of their employer benefits package. Understanding and leveraging the investment savings potential of HSAs will soon become a standard to basic financial planning.

 

Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies - Roy Ramthun and Aaron BenwayIn this one-hour session, you will:

  1. Learn about HSAs, including a comparison with other tax-deferred savings programs;

  2. Understand how HSAs can be invested;

  3. Discover strategies to maximize client savings via HSAs;

  4. Understand the importance of saving for expanding retiree health care costs, including how HSA can help; and,

  5. Learn what the future holds for HSAs in this changing regulatory environment.

Your presenter(s) for this course are:

Roy Ramthun, “Mr. HSA,” MPH, president and founder of HSA Consulting Services and Aaron Benway, CFP® and MBA, co-Founder of HSA Coach® and Founder of ABFinancial.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View brief YouTube clips of Retirement Resource Center courses:
Retirement Resource Center  - YouTube clips             
Visit Retirement Insight & Trends for articles by leading industry experts:
Retirement Insight and Trends - Free Newsletter - Each issue worth 1-2 hrs CFP®, CRC®, PACE CE        

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRCBulkUpRetiremenWebinar17
Knowledge Level: 3 - Intermediate

-