April 12 | Lunch and Learn: Empowering Businesses, Families, and Communities with Health Savings Plans, Part II: HSAs

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 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. 

This is the second in a three-part series that will focus on Health Savings Accounts or HSAs. The goal of this session is to discuss the core differences between FSAs and HSAs; who qualifies for them; how they save you money; why more employers should contribute to your HSA; and how you can use them to invest in your family’s future.

This lunchtime workshop is designed for both professionals and the public. This series has been designed to assist both the layperson in understanding their options, as well as provide professionals with more information when advising their clients.

The final session of this series will cover HRAs, Archer MSAs, Medicare Advantage savings plans, and other health savings plans. Our first session covered FSA plans. You can watch that session here.

This program has been submitted to the Iowa CLE Commission. 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 encourage attendees to submit this course for continuing education credit in their respective states and professions. Please note that The Harkin Institute cannot guarantee approval by any state professional body.

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.