HSAs -The Medical IRA (Webinar)

Watch Recorded Webinar (Available Below)

Date: August 1, 2017 
Time: 2:00 pm - 3:00 pm (ET)

HSAs continue to grow at an unprecedented rate, with no signs of slowing down. HSAs will continue to play a pivotal role in the tax-qualified savings strategies of an increasing number of American households. 

We’ll examine the consumer benefits of HSAs, especially related to Millennials, the trends and practices that are evolving HSAs beyond just a tax-preferred spending account, and the macro trends in employer-offered health insurance that are combining to transform HSAs into “medical IRAs.”

MATERIALS

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Expert Presenter

Steve Christenson HeadshotSteve Christenson, EVP, Ascensus
Steve Christenson is Executive Vice President of Ascensus Retirement Products and Solutions (RPS) Group. As Executive Vice President of RPS, Steve is responsible for managing and developing Ascensus' product lines and services, which includes: PC-based software and online technology, education, and resources development, forms and documents, telephone and on-site consulting, and resource materials. Prior to becoming Executive Vice President of RPS, Steve was Executive Director of the company's ERISA Professional Services Group. 

 

Steve's background before joining Ascensus includes nine years of management experience in the financial services market where he was employed by a large national bank in Minneapolis, MN. He also obtained his Minnesota Life/Health Insurance license and his Series 6 and Series 63 securities licenses. Steve holds a Bachelor of Science degree in Business from the University of Minnesota's Carlson School of Management. 

 

Ascensus Logo NewAscensus is the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting. To learn more about our partner, visit www.nafcu.org/ascensus