WBA Health Savings Account Workshop

VIRTUAL OPTION: You may choose to attend the school via livestream using Zoom. You’ll select your registration choice during registration.
*We encourage attendees to consider attending in-person for the greatest experience and most efficient networking with peers. However, the virtual option is available for those who may not be feeling well and wish to watch the sessions from their officce.*

Whether your financial organization is just entering the HSA marketplace or looking to enhance its current HSA program, this day long seminar is the ideal training program.  It will cover all aspects of a successful HSA program and give you a comprehensive curriculum along with a practical understanding of critical rules and operational issues.

Topics Include:

• Introduction to HSAs
• Establishing HSAs
• HSA Funding
• HSA Distributions
• HSA Portability
• HSA Compliance

Who Should Attend:

• Industry professionals needing to become more comfortable with HSA rules.
• Those responsible for ensuring a compliant HSA department.
• Those needing an understanding of the basics of HSAs.
• Those looking for an update on the latest industry changes.
• Those who are responsible for internal systems, HSA transaction codes, and proper HSA administration.

Speaker:

Ascensus

Registration:

The registration fee of $245/attendee includes program registration, instruction and materials, refreshment breaks, and lunch.

Refund Policy:

A refund, less a $25 administrative fee, is provided for cancellations received in writing to WBA Education on or before 3 days prior to the event start date.

Hotel Information: Visit wisbank.com/Hotels for a list of special rates available to WBA members.

Tuesday, March 7, we will be hosting an Advanced IRA Workshop. Please click here if you are interested in learning more about the Advanced IRA Workshop and to register.