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Advance Planning for Clients with HSA and Medicare

Ratings and Review

4.6

93 Ratings

Excellent

59

Very Good

24

Average

8

Poor

0

Terrible

0

RO

Rory Oconnor, CPA (US), CPA Student

Feb 13th, 2024

This webinar was incredibly informative and helpful regarding HSA accounts and their potential. The presenter was highly knowledgeable on the topic and all the implications of the HSA and the tax implications.

PS

Paul Saltzman, CPA (US)

Nov 16th, 2023

I thought this was a particularly good topic and the instructor did a good job of covering this pertinent topic.

HC

Hallie Custer, CPA (US)

Nov 15th, 2023

Very useful information for using HSA as a wealth tool. Presented very clearly and was easy to understand.

SH

Suriani Hostetler, CPA (US)

Dec 28th, 2023

Good course on the basics of HSA & Medicare., clearly explained by Ms Ilene.

MT

Michelle Teerlink, Others

Nov 27th, 2023

A lot of information very good

Subject Area

Finance

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available