Health Savings Accounts (HSAs) As Retirement Accounts - Retire Healthy & Wealthy!

  • December 21, 2023
  • 11:00 AM - 1:00 PM
  • Embassy Suites Denton Convention Center, 3100 Town Center Trail, Denton, TX

Registration


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North Texas SHRM Educational Luncheon

Thursday, December 21st, 2023 10:45 am - 1:00 pm

Embassy Suites Denton Convention Center

3100 Town Center Tr, Denton, TX 76201


10:45am to 11:00m: Check-In

11:00am - 11:30 am: Legal Presentation


Health Savings Accounts (HSAs) As Retirement Accounts - Retire Healthy & Wealthy!


Presented by: Louis Harbour


11:30am - 12:00pm: Food Service

12:00pm: Speaker Presentation


As employers are ramping up their adoption of HSA-eligible Health Plans to save money on benefits spending, and their employees are juggling competing financial demands, this convergence between health and wealth is giving rise to a new demand for HSAs – the use of HSAs as retirement accounts. This new utilization of HSAs presents an historic opportunity for employees, employers, and the benefits providers that service them. Louis will discuss how Employers and Employees can use HSAs as retirement accounts


Louis is a Retirement Benefits Adviser and is passionate about partnering with Group Health Benefits Brokers, businesses, and their employees to help them accomplish their goals. He does this through the innovative use of workplace retirement benefits, such as 401(k), HSAs, and Pension Plans. He is an innovator in the usage of HSAs as retirement plans and is one of the first to obtain the new Certified Health Savings Adviser (CHSA®) professional designation. He regularly speaks at various SHRM chapters, and National Association of Benefits & Insurance Professionals (NABIP) chapters for Benefits Brokers, teaching them of the underutilized retirement features of HSAs. He has over two decades of industry experience, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, the FINRA Series 65, 63 securities licenses, TX Life & Health, and Property & Casualty insurance licenses.


This program has been approved for 1.0 SHRM PDC.  North Texas SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. For more information, visit the SHRM certification website at www.shrmcertification.org.

This program has been submitted for 1.0 General recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, or SPHRi™ recertification through HR Certification Institute® (HRCI®).


Updating Your Employee Handbook for 2024

(Part 2)

Legal Presentation by John Hagan


2023 was a big year for changes to employee handbooks.  And now is the best time to do it so that you can roll a new one out in 2024. 


In this presentation, attendees will learn about the legislation, court decisions and agency rulings that necessitate these changes.  Attendees will also learn which sections of their employee handbooks need to be deleted and modified, as well as those sections that  improved by best practices.  Finally, attendees will learn how to write concisely to  decrease the wordcount in, and the length of, their employee handbooks.    

John is an HR lawyer who represents employers and HR professionals. He has been practicing for 25 years. He is both a counselor to HR professionals and trial lawyer who defends them. He is past president of DallasHR, Mid Cities HR and Collin County. He is presently serving as Vice President of Programs at NTSHRM. His wife is a big-time federal prosecutor and both of their son are Eagle Scouts.

This program has been approved for 0.50 SHRM PDC.  North Texas SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. For more information, visit the SHRM certification website at www.shrmcertification.org.

This program has been submitted for 0.50 General recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, or SPHRi™ recertification through HR Certification Institute® (HRCI®).


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