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The Advisor Perspective on HSAs


Feb. 25, 2020
Recorded Online

This webinar features a panel of three retirement plan advisors speaking on how and why they decided to offer HSAs to their employer clients, and explaining their process they followed for offering HSAs to their employer clients.

Download Webinar Slides

Moderator: Shelby George, CEO, Perspective Partners


  • Gary Allen, AIFA®, Principal, Prudent Investor Advisors
  • Todd Kading, President, LeafHouse Financial
  • Chad Wilkinson, Director of Retirement Plan Sales, P&A Group

More Information, How to Register

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