2022 Business X-Change - 6/8 Sponsored by Old National Bank

Description

BUSINESS X-CHANGE PRESENTATION – WEDNESDAY, June 8, 2022
 
Business X-Change meets regularly throughout the year.  Our June X-Change will be held in person at the Portage County Business Council office. Business X-Change allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other. 
 
There is no cost to attend. Coffee and Danish provided.
 
Title: "Health Savings Accounts (HSA) - More Than Just Paying for Medical Expenses"
 
Presented by:
  
Bill Venne

About the Program:  Created to help individuals pay for health care costs, HSAs have recently been highlighted as a great supplement for retirement savings. Having a triple tax advantage; contributions are pre-tax or tax deductible, earnings are tax free & no taxes when used on qualified medical expenses, HSA can be a powerful part of your financial plan.

Health Savings Accounts can also be a great employee benefit when presently properly to employees, especially when there is an employer contribution.

Key Points to Include: 
- Eligibility for contributing to an HSA
- Rules on what & who HSAs can be used on
- Power of tax-free growth with HSA Investments
- Why some call HSAs the most powerful retirement account
- Employer & Employee responsibilities with employer sponsored HSA qualified plan
- Highlighting HSAs as an employee benefit: educating your team
- Why letting employees go anywhere for an HSA sounds like a good idea, but maybe isn't

About our Presenters: 
Bill Venne is the HSA Relationship Manager for Old National Bank's HSA program branded as The HSA Authority. Bill has been in banking for over 20 years and is in his sixth year of overseeing HSAs for Old National Bank in the Wisconsin Market. The HSA Authority is the 15th largest HSA program in the country, with accounts in all 50 states and has consistently been rated as one of the top HSA products by numerous publications. Old National Bank has a location in Stevens Point and nearly 200 locations in the Midwest. For ten straight years, Old National Bank has been proud to be listed as a World's Most Ethical Company by Ethisphere.

What is Business X-Change? Allows business owners and their employees the opportunity to discuss pertinent topics, learn from local industry leaders and, most importantly, learn from each other.  Business X-Change meets regularly throughout the year from 7:30 - 8:30am.

 
Special THANK YOU to Old National Bank for their sponsorship of this program.