How to Help Your Clients Maximize Health Savings Account’s Benefits
Wednesday, January 29, 2020
12:00PM - 12:45PM
Health Savings Accounts are often overlooked and misunderstood. Join us live via Zoom as Tim Neuville, CFP®, ChFC, CLU discusses how they can benefit clients in many ways to help manage the escalating costs of medical care. Mr. Neuville is the Senior Director of Marcum Financial Services LLC and serves on UCI Division of Continuing Education’s Personal Financial Planning Certificate Program Advisory Board.