Exploring the Benefits of a Health Savings Account (HSA)

Are you looking for a smart, tax-advantaged approach to safeguarding your finances against medical expenses? A Health Savings Account, or HSA, allows you to save pre-tax dollars to pay for qualified medical expenses today as well as providing valuable retirement benefits for the future.

In this free noontime webinar, we will explore the various features of HSAs and their potential benefits for you and your family. You will learn about High Deductible Health Plans and how they work in tandem with HSAs as a tax-advantaged way to help save for future medical expenses while providing flexibility and discretion over how you use your health care dollars today. We will also explore the difference between a Flexible Spending Account (FSA) and HSA and how they can be used together to minimize your healthcare expenses.

Attendance at the live session is required to receive incentive points. This class will not be recorded.

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Instructors: Nick Maly is a Fidelity Workplace Financial Consultant with more than eight years with the company. He is a Certified Financial Planner professional, investment advisor representative, registered securities representative, and licensed insurance representative and provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

Julie Marxen is a Fidelity Workplace Financial Consultant with more than five years with the company. She is a Certified Financial Planner professional, investment advisor representative, registered securities representative, and licensed insurance representative and provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

Class details are subject to change.