Webinar Registration

HSAs Unlock Savings for Sole Proprietors and Small Businesses
Boost Your Client's outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, August, 9
|
ET
|
75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Kevin Robertson
Chief Growth Officer HSA Bank

What You'll Learn

Sole proprietors and small businesses face a unique set of challenges, especially when it comes to making the best business decisions regarding healthcare plans and financial wellness. Oftentimes, confusion and misconceptions prevent these business types from unlocking savings…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn
No content added
Webinar Description

Sole proprietors and small businesses face a unique set of challenges, especially when it comes to making the best business decisions regarding healthcare plans and financial wellness. Oftentimes, confusion and misconceptions prevent these business types from unlocking savings through a high-deductible health plan (HDHP) and Health Savings Account (HSA) combination.

Join HSA expert Kevin Robertson for this *CE-eligible webinar for an overview of the many ways taking advantage of an HDHP/HSA pairing can benefit both sole proprietors and small businesses.

Learning objectives include:

  • HSA rules for sole proprietors and small businesses
  • - If S Corp or C Corp business owners can contribute to an HSA
  • If an LLC can have an HSA
  • How to set up an HSA for a small business
  • The importance of a Section 125 cafeteria plan
  • How an HDHP/HSA combination benefits business owners and employees

 

CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.