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The Advisor Perspective on HSAs

fi360

Feb. 25, 2020
Recorded Online
Webcast

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

Presenters:

  • 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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