How HSAs Impact Financial Wellness & Retirement

Overview

Date: Wednesday, September 25, 2019

Time: 2:00 p.m. ET |11 a.m. PT

Cost: Complimentary

Sponsored by:

 

 

Recent research by Fidelity reveals that American workers are struggling in all four domains of their Total Well-Being: money, work, health, and life. However, Health Savings Accounts can help mitigate that. An HSA is a great way to pay for current qualified medical expenses because of the tax advantages – but it’s also a great way to save money for retirement. Understanding the role HSAs play in financial wellness, will help you better advise clients and their employees as they save for the future.

Join this complimentary webcast to discover how  HSAs can impact financial wellness today, and in retirement. You will also learn how:

  • HSAs fit into the domains of Total Well-Being and their priority among other savings accounts
  • Current HSA holders are doing and their savings behaviors
  • To engage your clients and their employees in understanding the power of their HSA

PLUS - you’ll receive a free white paper 5 Ways to Use Your HSA in Retirement that you can use to help educate your clients’ employees.

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speaker:

William Applegate, VP, Industry Relations, Fidelity Investments

 

Investing involves risk, including the risk of loss.

For plan sponsor and investment professional use only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

© 2019 FMR LLC. All rights reserved

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