HSA Conference 2019 | Strategic Insight | 3 October 2019 | University Club of Chicago, 76 E Monroe St, Chicago, IL 60603, USA

Maximizing HSA Value for Employers and Employees

A 65-year-old couple retiring in 2019 can expect to spend $285,000 on health-care and medical expenses throughout retirement, according to Fidelity’s annual Retiree Health Care Cost Estimate.

It should be no surprise, therefore, that among all ages of adults, 51% say their top retirement concern is paying for health care, Franklin Templeton research has found. However, that same research notes, those who have a health savings account (HSA) are more certain about how they will cover future health care costs. With their triple-tax-advantaged status and flexibility as both a short-term and long-term savings vehicle, HSAs are becoming part of not only the health benefits conversation, but retirement income.

2019 Speakers

MODERATORS:

Daniel Bryant
President, National Sales, Retirement and Private Wealth, Sheridan Road Financial, a division of HUB International

PANELISTS:

Glen Kvadus
Vice President, Optum Financial Services

Jamie D. Greenleaf
Lead Advisor / Principal, Cafaro Greenleaf

Matt Richardson
Senior Vice President/Sales Manager, UMB Healthcare Services

Gregory F. Adams
Consultant, Fiduciary Investment Advisors, LLC

William Applegate
Vice President, HSA products, Fidelity Investments

Brian Lynch
Strategic Account Manager, Defined Contribution Division, US, Franklin Templeton

Kenneth Verzella
Head of Financial Wellness Strategist Group, Investment Innovation Solutions Workplace Product, MassMutual

Nate Black
AVP – Health Savings and Spending Accounts, Voya Financial®

Paul Galliano
Institutional Sales Manager, Bank of America

2019 Sponsors

• Fidelity
• Franklin Templeton
• MassMutual
• Nationwide
• OPTUM Bank
• UMB
• Voya Financial