March 8 | Lunch and Learn: Empowering Businesses, Families, and Communities with Health Savings Plans.

Session Information

Date:

March 8, 2024

Time:

12:00–1:00 p.m. CT

Location:

Tom and Ruth Harkin Center (2800 University Avenue, Des Moines, IA, 50311)

Virtual Live Stream (Link will be sent to virtual attendees before the event)

Cost:

Professionals seeking credit (In-person and Virtual): $65
- Social workers use code “MINUS30” for a $30 discount on your registration
General Public not seeking credit (In-Person and Virtual): Free

Accommodations: Live-captioning in English will be provided for in-person and virtual attendees. American Sign Language interpretation is only available upon request due to interpreter shortages throughout Iowa. ASL, and other accommodation requests can be made by emailing harkininstitute@drake.edu.

Parking: In-person attendees will be able to park in Drake University parking lot 24, next to the Tom and Ruth Harkin Center, but they will need a free vistor parking pass to do so. Register for the parking pass here.

Session Summary

Are you familiar with FSAs, HSAs, HRAs, or MSAs – and the differences between them all? It can be hard to keep track of all these health savings plans and figure out which one may be best for you and your family. You could also be missing out on some big savings for your firm and your clients. This lunch and learn session will help guide members of the public, employers, and professionals as they navigate the many tax-advantaged health savings plans.

Join us for the first of a three-part series breaking down the details of these health savings plans. Participants will learn how to best leverage their plan options for future success. This lunchtime workshop is designed for both professionals and the public. Attorneys, insurance providers, third-party administrators, social workers, and other professionals will be eligible to receive continuing education credit.

This first session will cover FSA plans. Session two will cover HSAs and session three will cover HRAs, Archer MSAs, Medicare Advantage savings plans, and other health savings plans.

This program has been submitted to the following states, and their respective agencies, for continuing education credit for attorneys, insurance producers, social workers, and third-party administrators: Iowa, Minnesota, Illinois, Missouri, South Dakota, Nebraska, Texas, and Virginia. Materials will be provided to all attendees prior to the presentation in PDF format. A description and outline will be provided to those that wish to submit this program for credit in their home states. We will continue to update the public and attendees as credit is approved.

About The Harkin Institute’s Continuing Education Series

Continuing education is a vital requirement that helps keep professionals informed and maintain their license. The shear variety of information and topics discussed during these educational sessions will be beneficial to anyone. That’s why The Harkin Institute is launching its Continuing Education Series.

The Harkin Institute will host sessions with industry experts on a variety of topics including health savings plans, ABLE accounts, tax incentives, health insurance options, ERISA, retirement planning, statutory updates, employment rights, living with disabilities – even food security and sustainable design and architecture. These sessions will provide attendees a chance expand their knowledge and skills. They will also offer attorneys, insurance providers, third-party administrators, architects, landscape architects, social workers, and other professionals the ability to earn valuable continuing education credits. Professionals in Iowa, Nebraska, Minnesota, Missouri, Illinois, South Dakota, Texas, and Virginia will be eligible for credit.

Please note: these sessions are for educational purposes only. Each person’s set of circumstances is unique and requires specific strategies. It is the responsibility of all parties to seek legal, insurance, tax, and financial advice with a professional familiar with your specific needs and goals.

All expenses related to taking this course are an above-the-line deduction for your business—please refer to the rules of IRS Form Schedule C for more in-depth guidance.

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