Watch Recorded Webinar (Available Below)
Date: Thursday, March 17, 2016Time: 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.
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Megan 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 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.