Webinar

Health Savings Accounts
This program will enable you to answer most account holder questions about HSAs and to open, document and report these products correctly.

A 500+ page manual on these detailed products is included.

Health Savings Accounts, friend or foe? Customers like the HSA but does the financial institution? Why not? Find out the good, the bad and the ugly of Heath Savings Accounts. This webinar is designed to enable you to answer most customer questions about HSAs as well as to open, document and report these products correctly. Learn about eligibility rules, contribution rules and distributions from Health Savings Accounts.

Highlights

  • Background and key points on Health Savings Accounts
  • What is a high deductible health plan?
  • Eligibility and contribution rules
  • Testing period and consequences for not meeting the testing period
  • Customer tax issues on contributions
  • Moving and changing HSAs
  • IRA to HSA rollover
  • Insurance issues
  • Distributions
  • IRS reporting

Audience

Customer service representatives, personal bankers, new accounts, compliance, IRA personnel and frontline personnel.

Speaker

Christy Crawford is president of Christy Crawford Consulting specializing in the education of banks and credit unions across the nation. Christy is an associate speaker for Gettechnical Inc. As a former trainer for Wal-Mart Corporation, and former V.P. of Gettechnical Inc. she brings her previous 12 years of sales and training experience to your financial institution. She earned a bachelor’s degree from Louisiana State University and is BSA/AML certified. Her expertise is in the deposit side of the financial institution and focuses on teller, new accounts, IRAs, HSAs, robbery, security and BSA for the frontline training.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session

Pricing

Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00

Registration

Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

ConferenceEdge
1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.

Commands