Health Savings Accounts-Dealing with the Headaches Webinar

In 2004, the Health Savings Account program was signed into law to help relieve the pain cause by high deductible health insurance plans. As premiums skyrocketed back in the early 2000’s, the “semi” cost effective way of dealing with higher out-of-pocket expenses was by opening a tax-deductible account earning tax-free interest when used for a qualified medical expense.

Over the last 15 years there have been many changes to HSAs so this annual update is a necessity when it comes to keeping up with the latest rules and regulations.

Covered Topics

  • What are the HSA Cost of Living Adjustments for 2021?
  • What happens to a Family plan when one spouse enrolls in Medicare?
  • Are customers eligible to have an HSA if they dropped their health insurance?
  • What happens when an HSA owner dies?
  • What are the reporting requirements by the bank and the HSA Customer?
  • What are the new qualified tax-free medical expenses?
  • Who can the funds in the HSA be used for?
  • How are non-qualified withdrawals from an HSA taxed and penalized?
  • Is there a time limit for an HSA owner to be reimbursed from an HSA for out-of-pocket medical expenses?

Who Should Attend?

All bank personnel involved in opening, processing and answering questions regarding Health Savings Accounts – including CSRs, Call Center Reps, Operations and Compliance.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Patrice Konarik
Patrice Konarik

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patr... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Health Savings Accounts-Dealing with the Headaches0.25 Any AnyWebinarSix Month On-Demand Recording Patrice Konarik$295.00 Register Now
Health Savings Accounts-Dealing with the Headaches0.25 Any AnyWebinarCD-ROM Video Recording Patrice Konarik$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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