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

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.

In this one-hour session “Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies”, 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.
Roy Ramthun, MPH - Health Savings Account (HSA) Expert

Roy Ramthun, MPH – Health Savings Account (HSA) Expert

Roy Ramthun, “Mr. HSA,” MPH,
President and Founder of HSA Consulting Services

Roy Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He is an active advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country.

Mr. Ramthun has over twenty-five years of health care and public policy experience, both in government and in the private sector. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003.

Ray Ramthun also spent eight years with Humana Inc. and led the West Health Policy Center for two years.
 

Aaron Benway, CFP®, MBA - Health Savings Account (HSA) Expert

Aaron Benway, CFP®, MBA – Health Savings Account (HSA) Expert

Aaron Benway, CFP® and MBA, co-Founder of HSA Coach® and Founder of ABFinancial.

Aaron Benway, CFP®, MBA, is Co-Founder of HSA Coach. Aaron is also Founder of AB Financial which offers financial planning and investment management guidance.

Aaron is passionate about health, financial wellness and achieving one’s goals in life, whatever they are. Prior to founding HSA Coach, Aaron was the CFO of HelloWallet, an online financial guidance application sold to employers as part of a financial wellness program. Morningstar (NASDAQ: MORN) purchased HelloWallet in 2014.

Prior to joining HelloWallet, Aaron was the head of financial planning and Analysis (FP&A) at General Motors (NYSE: GM), and before coming to GM Aaron was an investor at the Carlyle Group (NASDAQ: CG).

CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

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

1 hr CFP®, CRC®, and other CE 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 all other certifications for CE credit.

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Overall Rating: 4.7 / 5

Retail: $29.00

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Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications: 60 minute webinar course

Elearning coursesSKU: 03IRRCBulkUpRetiremenWebinar17

MP3 Audio Download and PDF handoutKnowledge Level: 3 – Intermediate

Retirement Insight and TrendsVisit Retirement Insight and Trends, InFRE’s quarterly newsletter for retirement professionals, for a summary article of this 2018 presentation.

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