In Partnership with Credit Union National Association
Go to main content
SOC - FacebookSOC - TwitterSOC - LinkedINSOC - YouTube
Michigan Credit Union League

Still Time to Register and Learn About Growth Trends in Health Savings Accounts

There is still time to register staff who handle IRAs and health savings accounts (HSA) for the MCUL & Affiliates’ upcoming workshops.

With the growth trend in the HSA marketplace, attendees will receive an overview, discuss legislative amendments and delve into eligibility requirements for establishing such accounts. The day-long training will cover HSA funding including rules, distribution and tax consequences. The session will also include portability and compliance, detailing rules for transfers and rollovers, accurate reporting and the many responsibilities of financial organizations.

The Health Savings Account workshop takes place Oct. 5, following training on IRA basics on Oct. 3 and advanced IRA topics on Oct. 4. Attendees may register for one, two or three days, for just $219 per person, per day. The popular training event takes place at the Hotel Indigo in beautiful downtown Traverse City.

Go to main navigation
Especially For:
2018-09-28 00:00:00