2018 HSA Conference

Harvard Club of NYC  |     |  

Tuesday, October 2, 2018

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks/Landscape and Outlook for HSAs

  3. -

    Regulatory and Legislative Update

  4. -

    Fundamentals of HSA Plan Operations

  5. -

    Refreshment Break

  6. -

    Selecting an HSA Provider

  7. -

    Keynote Speaker

  8. -

    Lunch

  9. -

    Evaluation and Selection of an Optimal Investment Line-Up
    Panelists:
    Franklin Templeton Investments

  10. -

    The Relationship Between Retirement Plans and HSAs. Comparing Health and Retirement Savings Vehicles

  11. -

    Refreshment Break

  12. -

    Employee Educations, Financial Wellness and HSAs

  13. -

    Closing Remarks

  14. Networking Reception

Sponsorship Information

Katie Bacon | 203-595-3184 |

General Information

Carol Popkins | 203-461-0985 |