Facet Wealth Presents

Lunch
& Learn: Smart Strategies for Your HSA

Overview

A Health Savings Account (HSA) can provide significant tax savings while helping you manage your healthcare costs. But getting the most out of your HSA can be complicated. Watch Brent Weiss, CFP®, ChFC®, and Jamie Dunn, CFP®, as they explain how to use your HSA and avoid expensive mistakes.

Originally aired: June 18, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Jamie Dunn, CFP®

Looking for more on HSAs and how they can provide you with a triple tax benefit and flexibility for current and future expenses? We have more on the blog.

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What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.