Webinar Registration

Mastering Health Insurance Benefits

Tuesday, February 25, 2025 at 12:00 PM ET

Health Insurance Benefits Expert

Michella Drummond

BASE

Tax Planning Educator

Larry Pon, CPA,

This comprehensive webinar is designed to empower financial advisors with the knowledge to navigate the complexities of health benefit plans. Join Michella Drummond, health insurance administrator, and CPA Larry Pon to gain a deep understanding of key health insurance strategies to better guide their clients in optimizing tax-advantaged savings and enhancing employee benefits. Through practical examples and actionable insights, participants will leave equipped to add value to both individual and business clients.

Topics Covered:

Health Reimbursement Arrangements (HRAs):
1. Explore how HRAs work, their tax advantages, and strategies for integrating them into small business benefit plans.
125 Cafeteria Plans:
1. Understand the structure of these plans, including flexible spending accounts (FSAs) and dependent care accounts, and how they can benefit employers and employees alike.
Health Savings Accounts (HSAs):
1. Learn about the triple tax advantages of HSAs, eligibility requirements, and strategies for long-term healthcare savings and retirement planning.
Wellness Benefits:
1. Discover how wellness programs can reduce healthcare costs, boost employee productivity, and align with broader financial planning goals.

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