Wednesday, July 24th, 2024 | Choose your preferred time
Using an HSA to Save for Health Care in Retirement
Proactive Strategies for Tackling Retirement Healthcare Costs
The retirement landscape faces a looming crisis, and it threatens not only your employees but your organization as a whole.
With healthcare costs skyrocketing and retirement savings often falling short, many employees are finding themselves ill-prepared to cover their medical expenses in their golden years.
Delayed retirements, increased financial stress, and ultimately, a negative impact on your workforce’s productivity and well-being are all symptoms of a much larger problem.
Fortunately, you have the power to change this narrative.
Health Savings Accounts (HSAs) provide your employees with a powerful tool to save for retirement costs while also mitigating risks to your organization. Unfortunately, simply offering HSAs is not always enough – it’s crucial to ensure that your employees are maximizing their potential and using them effectively.
Join us on July 24th for a free webinar, “Using an HSA to Save for Health Care in Retirement.” In this session, our expert speakers will explore the retirement healthcare crisis, its impact on both employees and employers, and the urgent strategies you can implement to help your workforce build a more secure future.
In this webinar, you’ll learn:
- The true scope of the retirement healthcare problem and its potential consequences for your organization
- How HSAs can serve as a lifeline for employees struggling to save for medical expenses in retirement
- Advanced HSA strategies to maximize savings potential, minimize taxes, and optimize healthcare coverage
- Proven employee education and engagement techniques to drive HSA adoption and effective utilization
- Tips for maximizing the HSA’s triple-tax advantage to supercharge employee savings and reduce their tax burden
- Real-world case studies showcasing the transformative power of a well-executed HSA program
The retirement healthcare crisis is not a problem that can be ignored. Register now so you can lead a more financially secure, healthier, and productive workforce for years to come.
Inspira Financial Health, Inc. does not provide legal, tax or financial advice. Please contact a professional for advice on eligibility, tax treatment and other restrictions. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
Speaker Info
Michael Eldredge
HSA Product Manager
Michael brings 30 years experience in financial services as a home office registered rep and Series 24 principal supporting institutional clients and tax-favored retirement (DC/DB) and insurance products. (COLI, PPLI, PPVUL) He also earned the CLU/ChFC designations while supporting mutual fund and wrap fee sales by individual financial planning producers for a national insurer. He brought this background to the Inspira Financial 5 years ago to manage and develop their Health Savings Account (HSA) business, including a focus on the investment account platform.
Becky Seefeldt
Senior Director Strategy
Becky has spent over 20 years dedicated to the education, marketing, product development and advancement of consumer-driven benefit solutions. She is currently responsible for strategy for the Health & Benefits business with Inspira Financial. Becky serves on the Board and Communication Committee Chair of ECFC, an industry organization dedicated to the education and advancement of consumer-driven benefits. She is active contributor of the Forbes Business Council, SHRM, BenefitsPro, Employee Benefit News, and HR Morning. Becky was selected by Benefits Pro’s Luminaries Class of 2022 for her commitment to communication and education in benefits.
Prior to joining Inspira, Becky held senior leadership roles with Benefit Resource and HSA Bank. Her contributions to HSA education, along with the expansion of the HSA product capabilities helped to nurture an emerging industry into the core benefit offering it is today.
Duration: 1 hour
REGISTER FOR THIS FREE WEBINAR NOW
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