WEBINAR

Health Savings Accounts-Dealing with the Headaches Webinar

CFT Credits: 0.25

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.

Webinar Description and Intended Audience

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.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. 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 a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for 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 any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

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.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar Date Start Time End Date End Time Viewing Options - See Descriptions Above Price
02/25/2111:00 AM 01:00 PMLive Webinar $265.00
02/25/2111:00 AM 01:00 PMLive & On-Demand $365.00
AnyAny Six Month On-Demand Recording $295.00
02/25/2111:00 AM 01:00 PMLive, On-Demand, CD-ROM $395.00
AnyAny CD-Rom Video Recording $345.00
Register Now