ASPPA Webcast: Health Savings Accounts: Convergence of Health and Wealth

By ASPPA Net Staff • December 30, 2017 • 0 Comments
Tuesday, August 21, 2018
22:50PM ET

Speaker: Nicholas Doyle, Director of New Business Development, DST Systems, Inc.

Experience Level for Attendees: Basic

IRS Program Number: CZTXU-Q-00912-18-O

Webcast Outline: Coming Soon.

   

Description
This webcast will explore Health Savings Accounts (HSAs). After reviewing the various components of an HSA, we will discuss the relationship between High-Deductible Health Plans (HDHPs) and HSAs, as well as examine the adoption and driving forces behind each. Finally, we will analyze the impacts and ramifications of healthcare on retiree and pre-retiree wealth planning.

Learning Objectives:

1. Examine the relationship of retirement and health care
2. Contrast HDHP/HSA and other health plan products
3. Illustrate the product components and interactions between the health plan and financial components
4. Highlight that the time is now to determine how to be part of the financial solution for the convergence of wealth and health

Registration Deadlines: 
Live: 8/21/2018
On-Demand: 8/21/2019

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore

About the Speaker

With over 20 years of experience in the financial services industry, Nick Doyle serves as Director of New Business Development for DST Systems. In this capacity, he is responsible for leading new business exploration through the identification of market trends and the development of initiatives to capitalize on those trends. Nick leads a team of critical thinkers who set and execute product development strategies.

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $97 Non-Member: $35

 

Registration for on-demand recorded webcasts includes unlimited viewing before the one-year expiration date, webcast outline and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org.

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org