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.

This class will not be recorded. Attendance requirement for incentive points – at least 80% of the live session.

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Instructors: Nick Maly is a Fidelity Workplace Financial Consultant with more than 10 years with the company. He is a Certified Financial Planner professional, investment advisor representative, registered securities representative, and licensed insurance representative and promotes financial wellness for plan participants through one-on-one planning and educational events.

Brenda Knudsen is a Fidelity Workplace Financial Consultant with more than five years with the company and 40 years in the financial industry. She is a Chartered Retirement Planning Counselor, investment advisor representative, registered securities representative, and licensed insurance representative and promotes financial wellness for plan participants through one-on-one planning and educational events.

Class details are subject to change.