What You'll Learn
Join Margaret Giles and Greg Carlson from Morningstar for an insightful webinar designed specifically for financial advisors looking to guide clients in selecting the best Health Savings Account (HSA) providers. This session will explore the top-rated HSA providers for 2024,…
Tom Dickson
Financial Experts Network
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Join Margaret Giles and Greg Carlson from Morningstar for an insightful webinar designed specifically for financial advisors looking to guide clients in selecting the best Health Savings Account (HSA) providers. This session will explore the top-rated HSA providers for 2024, with a focus on the most advantageous options for both current healthcare spending and long-term investment strategies. Advisors will gain a thorough understanding of how to leverage HSA accounts to maximize their clients' tax benefits, helping them to manage healthcare expenses now and in retirement. We'll also review Morningstar’s assessment of key providers like Fidelity, HealthEquity, and HSA Bank, highlighting their strengths and areas for improvement in terms of fees, interest rates, and investment offerings.
Margaret and Greg will provide observations on major HSA providers, including insights on essential features such as low maintenance fees, competitive interest rates, and robust investment strategies. Whether your clients are looking to use their HSA as a flexible healthcare checking account or as an investment vehicle for future medical expenses, this session will equip you with the knowledge to make informed recommendations. Don't miss this opportunity to refine your expertise and help your clients get the most out of their HSA!
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
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.