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IndySHRM Central: Running Your HSA Like a (Financial) Boss
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When it comes to planning for retirement, your employees likely don’t understand the full power of their HSA. This session will discuss a strategy for helping employees utilize their benefits to their full potential, new joint healthcare and retirement solutions in the marketplace, and the impact these programs have on you as an employer.

2/20/2020
When: Thursday, February 20, 2020
11:30 AM
Where: Sheraton City Centre
31 W Ohio Street
Indianapolis, Indiana  46204
United States
Presenter: Brea Dantin


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Description

When it comes to planning for retirement, your employees likely don’t understand the full power of their HSA. This session will discuss a strategy for helping employees utilize their benefits to their full potential, new joint healthcare and retirement solutions in the marketplace, and the impact these programs have on you as an employer.

Learning Objectives:

  • Learn about the convergence of health and wealth that makes for a powerful tool to help employees achieve retirement preparedness
  • The future of health savings accounts in employer sponsored plans and the solutions new to the market you can implement at your workplace
  • Debunk HSA myths and how to use these as a retirement savings vehicle

BoCK Competencies Discussed:
People: Total Rewards

Program is certified for 1.25 SHRM and HRCI credits.

Lunch is included and parking is discounted to $7 in the Sheraton garage.

Speaker

 

Brea Dantin

Brea is Co-founder and COO of ProCourse Fiduciary Advisors and has specialized in retirement savings and employee benefits for early 20 years. The retirement plan industry found Brea and it was the right fit from the start. Working with people and being able to coach those who need financial support feels natural to Brea. The challenge to get groups of employees on track for retirement is what keeps her going.

Brea is responsible for overseeing the operations program for the firm as well as advising retirement plan committees. Her diverse experience gives her an unparalleled pulse on trends in the retirement plan industry which she leverages to assist clients in improving their plans for both plan sponsors and participants alike. Prior to starting her career at ProCourse, she received her BA in Spanish from the University of Evansville and is a proud Indiana resident.

When

Thursday, February 20, 2020

Registration begins: 11:30 am
Introduction & Table Discussions: 12:00 pm
Program begins: 12:15 pm
Program concludes: 1:30 pm

Where

Sheraton City Centre
Meridian West room, lower level
31 W Ohio Street
Indianapolis, Indiana 46204

Cost

Members: $30               ($25 before 2/13/20)
Non-members: $40        ($35 before 2/13/20)
Flat-Rate Program: $0

A $5 early bird discount will be applied to registrations received a week prior to the event.