Financial Forums: HSA Webinars

Get the inside scoop on why a health savings account (HSA) may be among the smartest options for saving and paying for qualified medical expenses.

Learn More in Less Than an Hour
Our Financial Forums have a 20/20 format – taking only 40 minutes out of your day. The first 20 minutes are dedicated to discussing HSA topics, with the last 20 minutes held for Q&A.

Upcoming Financial Forums
We host live Financial Forums October – May. Pre-recorded webinars are provided for your viewing convenience (pre-recorded sessions may not reflect current IRS limits).

Space fills up quickly. Don’t delay; register today.

What is an HSA?
Find out why an HSA may be the smartest option for your health care needs and could help you save hundreds of dollars annually.

In this forum you’ll learn how to:
  • Maximize the tax advantages of an HSA
  • Grow your health care dollars
  • Pay for health care, now or later
  • Manage your account

Select a date to register:
Thursday, September 18, 2014, 3 p.m. CT 
Wednesday, October 1, 2014, 11 a.m. CT 
Thursday, October 16, 2014, 3 p.m. CT

Previously Recorded Webinar:
What is an HSA?

Making the Most of Your HSA
Now that you’ve opened an HSA, it’s time to learn how to maximize all the advantages of the account.

In this forum you’ll learn how to:
  • Pay for qualified medical expenses
  • Make deposits and grow your funds
  • Save for retirement with your HSA
  • Access the investment feature*

Select a date to register:
Wednesday, October 22, 2014, 3 p.m. CT
Tuesday, October 28, 2014, 11 a.m. CT
Thursday, November 6, 2014, 3 p.m. CT
Thursday, November 20, 2014, 1 p.m. CT

Previously Recorded Webinar: 
Making the Most of Your HSA

How to Save and Pay for Health Care
This forum will help you understand how to make the most of your health care dollars.

In this forum, you’ll learn:
  • Why an HSA might be the right choice for you
  • Ways you can contribute to your HSA and how much
  • How to pay for qualified medical expenses
  • How to turn your HSA into an investment*
Select a date to register:
Wednesday, November 12, 2014, 11 a.m. CT
Thursday, December 4, 2014, 3 p.m. CT
Wednesday, December 10, 2014, 11 a.m. CT

HSA Investing Made Easy
This forum is great if you have an HSA and are interested in investing your HSA dollars in mutual funds to help save for future medical expenses.*

In this forum, you’ll learn:
  • Why and when you should invest
  • How to set up an investment account
  • How to transfer HSA dollars into your investment account and allocate it among mutual funds
  • How to transfer money back into your HSA to pay for qualified medical expenses
Previously Recorded Webinar:
HSA Investing Made Easy 

* Investments are not FDIC-insured, are not guaranteed by Optum Bank and may lose value.

The information presented in the Financial Forums is intended to provide general information and is not intended as legal, financial or tax advice. The information presented does not consider all the facts and circumstances relevant to a specific situation, employer or individual. Employers and individuals should always consult their own legal, financial and tax advisors for advice specific to their individual circumstances.

Health savings accounts (HSAs) are individual accounts offered by Optum BankSM, Member FDIC, and are subject to eligibility and restrictions, including but not limited to restrictions on distributions for qualified medical expenses set forth in section 213(d) of the Internal Revenue Code. State taxes may apply. This communication is not intended as legal or tax advice. Please contact a competent legal or tax professional for personal advice on eligibility, tax treatment, and restrictions. Federal and state laws and regulations are subject to change.