Health Savings Accounts

Member Fee: $250
Non-Member Fee: $450

Speaker: Debbie Crawford, gettechnical, Inc. 

Click here for brochure

This seminar is an all day look at all the components of Health Savings Accounts from opening to closing. We will look at death issues, reporting, forms, compliance and more.
Workshop Topics include:
- Who qualifies
- What is the purpose of changes on Health Savings Accounts
- Contribution rules and testing periods
- How to set up for compliance purposes
- Rollovers & transfers  
- FDIC insurance issues
- Qualified medical expenses
- Correcting distribution mistakes
- Reporting & compliance
- Debit Cards & Health Savings Account products
When
2/8/2018 9:00 AM - 4:00 PM
Where
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES

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