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Upcoming League Events


Webinar: The Two Most Important Numbers for Dealing with IRAs & HSAs: IRS Publications 590 & 969



Thursday, September 4, 2014

2:00 - 3:30 pm CST


Speaker: John Baptista, Jr. Impact Training & Consulting


About the Program

The number one issue employees have in dealing with individual retirement accounts (IRAs) and health savings accounts (HSAs) is a lack of confidence. With a tax code over 73,000 pages, it is no wonder employees shy away from these products.

How would you answer these questions?

  • Do I have earned income?
  • Can I borrow from my IRA?
  • What medical expenses qualify for my HSA?
  • Can I deduct my HSA contributions?

Most employees would advise the member to see their financial advisor. Without the confidence to handle IRAs or HSAs, basic questions can cause panic. However, having the ability to answer both basic and complex questions can make the difference between building or losing business relationships. This program will build employee confidence, and unlike any other IRA and HSA programs, will teach staff ways to enhance the professionalism that members seek.

Related Files
Printable Brochure (Adobe PDF File)

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