Most Americans are not saving enough for retirement. Further, we underestimate how much of 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. Join this session to learn how HSAs may benefit your clients and how incorporate them into their financial plans.


Level of Complexity: Overview

Course Information
Course Date:
September 12, 2017
Course Objectives
  • Differentiate between HSAs and other tax-deferred savings programs
  • Identify strategies to maximize your client savings via HSAs
  • Analyze the future of HSAs in this changing regulatory environment
Incorporating Health Savings Accounts (HSAs) into Your Financial Planning Practice
Speaker Information
Aaron Benway CFP(r)  [ view bio ]
Roy Ramthun  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$29.00