Customized Training
Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.
Get the benefit of our experienced instructors and extensive curriculum without leaving the office with an on-site HSA workshop. From basic to comprehensive, our HSA Fundamentals and HSA Workshop offer flexibility and customization and give practical understanding of critical rules and operational issues.
Location | Date | Price |
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On-site workshop | Email for pricing |
Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.
Receive quality training without leaving your office—our instructors deliver your workshop at your financial organization.
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
Workshops generally are either a full- or half-day.
HSA Workshop digs into all aspects of maintaining a successful HSA program. It covers HSA establishment, funding, distributions, portability, and compliance.
HSA Frontline Fundamentals gives you a basic foundation of HSAs. It covers HSA establishment, distributions, and portability.