Webinar Registration

HSAs Revisited:
What’s New, What’s Changed, and How Advisors Should Be Using Them Today
Date: Thursday, May, 28 2026 12:00 PM
CE Eligible
Duration: 75 minutes
Roy Ramthun
Roy Ramthun
HSA Expert

Roy Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer-directed health care issues. He led the U.S. Treasury Department's implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Mr. Ramthun to be his health care policy advisor at the White House, where he developed the President's proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). Roy continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country.

Register

Register for Webinar

Complete the form below
Name
Check all the boxes for the type of CE credits you require?
A CFP ID number will be required in order to receive CE credit for this webinar.
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

Search Webinars, Sessions, and More

Health Savings Accounts (HSAs) have quietly become one of the most powerful—and most misunderstood—planning tools available to financial advisors. Between ongoing regulatory adjustments, annual limit changes, and evolving client use cases, many advisors are relying on outdated assumptions about how HSAs work and when they deliver the greatest value.

In this timely webinar, Roy Ramthun will provide a clear, advisor-focused refresher on HSAs, while highlighting the latest changes every financial planner needs to understand. Whether you view HSAs primarily as a healthcare funding vehicle or as a long-term tax-advantaged planning strategy, this session will help you recalibrate how HSAs fit into modern financial plans.

What you’ll learn:

  • The current rules governing HSAs, including eligibility, contribution limits, and catch-up strategies
  • Recent updates and regulatory changes impacting how HSAs can be used and funded
  • How HSAs deliver a unique triple tax advantage—and when that advantage is most meaningful
  • Common advisor and client mistakes that undermine HSA value
  • How to position HSAs for different client profiles, from working families to pre-retirees and retirees
  • Practical planning strategies that integrate HSAs with retirement income, Medicare planning, and tax-efficient wealth management