Course Summary
There are $75 billion+ in Health Savings Account (HSA) assets today, providing over $20 billion in direct tax savings to individuals. Despite their growing popularity, many people still don’t understand how HSAs work and are missing an opportunity to save money and become stronger healthcare consumers.
Key Takeaways Include:
- How HSAs work
- Who qualifies for them
- The benefits for employers and individuals
- Compliance rules
- How to confidently discuss them as a solution for your clients.
Completing this course will grow your knowledge in nearly all aspects of HSAs and make you a trusted source of HSA information for your clients and peers.
CE Overview
CE Credit: 1 Hour
Cost: $20
This course is approved for CE credit in CA, CO, IL, MI, MO, PA, TX, WA.
About the Instructor
Donna is the General Counsel for Ameriflex and is responsible for advising employers and brokers on plan strategy and design, consulting employers on their reporting and disclosure requirements, assisting with questions about plan compliance, ERISA, IRS requirements, and COBRA, and more. Prior to joining Ameriflex, Donna was a Supervising Attorney at Barrett Daffin Frappier Turner & Engel, LLP (BDF). Donna also served as Counsel at The Marketing Arm, an Omnicom Company, where she focused on compliance, data privacy and risk management. Donna earned her law degree from North Carolina Central University and completed her undergraduate studies at Elon University with a major in Political Science and Public Administration.
Donna Wilkinson
General Counsel, Ameriflex