HSAs, IRAs, & Millennials: A New Generation Presents New Opportunities (Webinar)

Woman with Piggy BankDATE: Tuesday, September 8, 2015
TIME: 2:00 pm - 3:00 pm (ET) 

Health Savings Accounts (HSAs) and Individual Retirement Accounts (IRAs) are not immune from the influence of the Millennials. 

When you consider that in ten years, 75% of the U.S. workforce will be made up of Millennials, it’s not hard to imagine the impact that they will have on tax-favored savings vehicles like HSAs & IRAs.

Join us to learn more about how to adjust your credit union’s thinking to prepare for the Millennial wave in your membership and your own credit union staff.

Materials

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EXPERT PRESENTER
Kevin Boyles
Kevin Boyles, Vice President of Business Development, Ascensus

Kevin is the Vice President of Business Development for the Retirement Products and Services division of Ascensus. During his career with Ascensus, Kevin has managed various segments of the Sales, Marketing, and Strategic Relationships teams. This combination of diverse roles and extensive client contact has given him a very unique perspective on the tax-qualified savings plan marketplace.

Kevin spends a great deal of time out in the retirement industry, presenting at and attending various conferences and events to provide the latest insights to clients and his team about where various segments of the financial services industry are headed. Kevin earned 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 (NAFCU).
 
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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 contact information are available at www.nafcu.org/ascensus.