We are soooo excited, first time offering for an On-Demand CE Course, it’s here to accommodate your busy schedule through Q4! November is a time of Thanksgiving…so tune in for a brief update on the Lone Star Chapter and Tiffany Jones with Ameriflex will provide all the details in how this will work and the Best News to be thankful is there is NO CHARGE if you sign up for our Tuesday, November 9th 12:00 noon meeting whether you are a member or not! Come check us out…
DATE AND TIME
DAY: Tuesday
DATE: April 12
TIME: 12:00 pm – 1:15 pm
CE INFO
COURSE NAME: Introduction to Health Savings Accounts
COURSE NUMBER: 127497
PROVIDER NAME: Ameriflex
PROVIDER NUMBER: 171897
CE CREDITS: 1 Hour
INSTRUCTOR: Donna Wilkinson
COURSE SUMMARY
There are $75 billion+ in Health Savings Account (HSA) assets today, providing over $20 billion in direct tax savings to individuals. Despite their growing popularity, many people still don’t understand how HSAs work and are missing an opportunity to save money and become stronger healthcare consumers. By completing this course you will grow your knowledge in nearly all aspects of HSAs and make you a trusted source of HSA information for your clients and peers
REGISTRATION AND PAYMENT
This session is FREE for anyone who registers for the November 9th meeting
Register for the November 9th Intro and Overview
SIGN UP FOR THE ON-DEMAND COURSE
- Link to course registration: https://myameriflex.learn.unadio.com/catalog/info/id:134
- Link to course overview: https://myameriflex.com/introduction-to-health-savings-accounts/
- Instructions on how to sign up/apply the promo code: https://myameriflex-3.wistia.com/medias/e6erwojn9c
- 100% Promo Code: iloveameriflex
SPEAKER INFO
Donna Wilkinson is the General Counsel for Ameriflex and is responsible for advising employers and brokers on plan strategy and design, consulting employers on their reporting and disclosure requirements, assisting with questions about plan compliance, ERISA, IRS requirements, and COBRA, and more. Prior to joining Ameriflex, Donna was a Supervising Attorney at Barrett Daffin Frappier Turner & Engel, LLP (BDF). Donna also served as Counsel at The Marketing Arm, an Omnicom Company, where she focused on compliance, data privacy and risk management. Donna earned her law degree from North Carolina Central University and completed her undergraduate studies at Elon University with a major in Political Science and Public Administration.