Date of Event

$295 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, November 12, 2020

  • 2:00 – 3:30 pm (Eastern Time)

  • 1:00 – 2:30 pm (Central Time)

  • 12:00 – 1:30 pm (Mountain Time)

  • 11:00 – 12:30 pm (Pacific Time)

Curriculum


This retirement webinar training is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. 

Take your knowledge to the next level with a review of difficult HSA issues regarding

  • Eligibility requirements,
  • Employer contributions,
  • Excess contribution issues,
  • Prohibited transactions,
  • Mistaken distributions, and
  • Reporting.

Instructor

  • Ascensus Leaders in Retirement Training

    Ascensus Leaders in Retirement Training


    Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals.

Credits

1.5 CPE Credits & 1.8 AAP Credits