12/02/2020 Advisor’s Guide to Health Savings Accounts: Differentiate Yourself – Kelley Long – Learn more – Live Webinar


Advisor’s Guide to Health Savings Accounts: Differentiate Yourself - Kelley Long

Funding healthcare costs and long term care in retirement is a key concern for most Americans.

Having to use retirement accounts for healthcare expenses stymies tax and income planning for retirees, while also drawing down savings faster than planned.

Health Savings Accounts (HSAs) may not be a large part of clients’ investing portfolios yet, but as this tool is becoming better understood as a source of wealth accumulation rather than a spending account, advisors who bring advanced planning strategies around these accounts can set themselves apart from the competition, while also growing their assets under management. T

his webinar will offer advanced planning techniques that most HSA account holders are not aware of, while also giving practical tips on implementing this advice into your marketing and business development efforts to set you apart from your competition.


In “Advisor’s Guide to Health Savings Accounts: Differentiate Yourself “, you will:

  1. Review the basics of HSAs;
  2. Learn multiple advanced planning techniques utilizing HSAs;
  3. Gain several practical tips to incorporate your HSA expertise into client communications;
  4. Enhance your reputation as a trusted advisor


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This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.


Your presenter is Kelley Long, CPA/PFS, CFP®.


Kelley Long, CPA/PFS, CFP®

Kelley Long, CPA/PFS, CFP®

Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNERTM professional as well as a Certified Public Accountant, and is frequently cited in the media, including the NY Times, Wall Street Journal, Washington Post and Reuters.

She lives by her personal definition of financial security, which is using money to get to a place where you are able to make decisions in your life for every reason except money. She overcame her own poor money habits that lead to climbing out of 5-figure debt not once, but twice, as an example of how and why addressing the psychological aspects of money is as important, if not more so, than providing just financial education and planning.

With over 20 years of various roles in the financial services industry, Kelley left her most recent full-time position as a Senior Financial Planner and Personal Financial Coach with Financial Finesse after 5 years of changing the financial lives of employees throughout the US. Financial Finesse is often credited with starting the financial wellness industry in 1999 and is still the leading provider of unbiased workplace financial wellness programs – her experience there informs her consulting and speaking work today.

She’s a noted expert on Health Savings Accounts and their related financial planning strategies, having served over 3 years as a founding member of PSCA, an American Retirement Association affiliated organization’s HSA Committee, committed to advocating for the enhancement and adoption of HSA-friendly education and legislation.

After coaching over 2,500 individuals on their money and presenting to employees at several different Fortune 100 companies, Kelley has a deep understanding of how the concepts of behavioral finance can be applied to change behavior. She’s a sought-after content creator, specializing in written pieces that support financial decision-making without getting bogged down in the jargon that so often intimidates and confuses readers. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center


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1 hr CFP®, CRC®, and other CE Credit Reporting

CFP BOARD - CE Quality Partner - Retirement Resource CenterWe will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

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