Health Savings Accounts ("HSAs") as Valuable Tools for Financial Planning: An Update for Advisors

Health Savings Accounts ("HSAs") as Valuable Tools for Financial Planning: An update for Advisors

Tuesday, March 16, 2021

12:00 p.m. to 1:00 p.m.

(Zoom info below)

Presented by Jason M. Cogdill

Attorney & Counselor at Law

Description: This session will include a practical discussion of HSAs in 2021 and beyond, including options for personal savings, investment, and tax planning. Jason will provide an update on current HSA eligibility and tax rules, investment options, and additional advantages. There will also be an opportunity for Q&A.

Presenter: Jason Cogdill is an attorney in Winston-Salem whose specialties include individual and employer-sponsored benefits and tax programs. 

https://us02web.zoom.us/j/81020670672?pwd=ajJ0N05hMU9wVmpicVlIRklrK3RLQT09

Meeting ID: 810 2067 0672

Passcode: 250585

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+1 646 558 8656 US (New York)

Meeting ID: 810 2067 0672

Passcode: 250585

Find your local number: https://us02web.zoom.us/u/kN19upnHI