Event Profile

The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, and can be challenging to keep up with. Rely on our industry experts to bring you up to date on recently proposed legislation and regulatory updates that may affect your organization and your clients.

Learning Objectives:

• Understand legislative and regulatory changes affecting IRAs, HSAs, and other tax-advantaged savings accounts.
• Learn how these updates may impact your organization’s practices and client strategies.
• Gain insights on how to effectively navigate and apply these changes to stay compliant and optimize client outcomes.  

Duration: 60 minutes 

Presented live and recorded on 2/11/26.