HSAs Are Here to Stay (Webinar)

Watch Recorded Webinar (Available Below)

Date: Thursday, March 17, 2016
Time: 2:00 pm - 3:00 pm (ET)

Despite being declared “dead” by many on several occasions, HSAs are now embedded in the tax-qualified savings landscape.

Whether your credit union is offering HSAs today, looking to offer them soon, or waiting to see where they go, you should know more about their prolific growth and the economic and demographic forces that are causing it.

During this webinar, expert presenter Kevin Boyles, VP of Business Development for the Retirement Products and Services division at Ascensus, will take a deeper look at why HSAs are here to stay.

MATERIALS

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EXPERT PRESENTER
 
Kevin Boyles headshot
Kevin Boyles, Vice President of Business Development, Ascensus 
During his career with Ascensus, Kevin has managed various segments of the Sales, Marketing, and Strategic Relationships teams at Ascensus, as well as working in several key selling roles. This combination of diverse roles and extensive client contact has given him a very unique perspective on the tax-qualified savings plan marketplace.

Kevin holds the designation of Certified IRA Services Professional (CISP) from the Institute of Certified Bankers, and the Certified IRA Professional (CIP) designation from the National Association of Federal Credit Unions.

 

Ascensus_Megan_Morgan_150Megan Morgan MBA, Director of Product Development, Ascensus 
Megan and her team work directly with financial organizations of all types to create, implement, and maintain their IRA and HSA programs, focusing on software implementation, training, and on-going support.  Megan has more than 17 years of experience in the IRA industry. 

Megan’s  areas of expertise include Traditional, Roth, SEP, and SIMPLE IRAs; health savings accounts; and Coverdell education savings accounts. In addition, Megan has had extensive Lean Six Sigma process improvement training, and has applied that methodology in working with key financial organizations to improve their implementation and product launch processes. 

 

Ascensus logoAscensus is the NAFCU Services Preferred Partner for IRA, Retirement Plan, and Health Savings Account (HSA) Solutions Software, Training, Documents and Consulting. More educational resources and partner contact information are available at www.nafcu.org/ascensus