Health Savings Accounts

Patrice Konarik

Patrice M. Konarik, CFP, is president and founder of Sunwest Training Corp. located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on these subjects on a nationwide basis. She has a BS from New York's Binghamton University and earned her Certified Financial Planner^TM designation in 1990. Many state banking associations and other organizations use her as their main source for training on these complicated topics. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.

Thursday, March 29th, 2012
10:00 am - 12:00 pm CT

Yes, they are still around! Were you hoping they might fade into the sunset?

Because of the high cost of health insurance premiums, more and more companies and individuals are enrolling in High Deductible Health Plans (HDHP) to reduce their health care premium costs. As they do, there is a growing need for Health Savings Accounts to pay those medical expenses until the high deductible has been met and the insurance co-pay kicks in.

Whether you are now offering HSAs or are thinking about offering HSAs, this 2 hour extremely informative webinar will give you the information you need to make sure you are setting the accounts up correctly and performing the proper maintenance and reporting.

Covered Topics:

What is the definition of a HDHP?
Are all HDHP participants allowed to open Health Savings Accounts?
What are the NEW contribution limits for 2012?
What responsibilities does the financial institution have to monitor qualified medical expense withdrawals?
How do we handle overdrafts in an HSA account?
What kind of account should the HSA money be invested in?
How do we re-deposit medical expense reimbursements?

Who Should Attend?

New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are involved in the opening, selling, marketing, or administration of HSAs. Any officer/manager who "oversees" the New Account department and may be responsible for answering HSA accountholders questions or concerns but does not actually open HSA accounts.

Sign Up!

6-Month OnDemand Weblink - $ 255: Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.
CD-ROM and Hardcopy Handouts - $ 295: CD-ROM plus Hardcopy Handouts. Does not include live session.