August 5 @ 9:00 am - 10:00 am CDT HelpUThrive: Healthcare Savings Accounts Explained In Person Details about your High-Deductible Health Plan • Benefits, including the triple income tax advantages • How income protection fits in with health insurance • Differences between HSAs and FSAs - Eligible expenses Contributions - Who and how much? - Investing options - Do’s and Don’ts - What happens when I separate service?
August 5 @ 10:00 am - 11:00 am CDT RetireU: Retirement Healthcare Planning In Person Retirement Healthcare decisions made before age 65 -- COBRA, Affordable Care Act, etc. -- What Medicare does and does not cover – “In plain English” -- Medicare Supplement vs. Medicare Advantage Plans -- Prescription Drug Plans -- The “Donut Hole” -- What are my Long-Term Care options?
November 6 @ 9:00 am - 10:00 am CST HelpUThrive: Taxes – An Understanding In Person Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax Planning Strategies -Year End Planning Checklist -The Future?
November 6 @ 10:00 am - 11:00 am CST RetireU: Tax Management In Person Know the Rules – Deductions, Dividends and Dependents -Keeping Accurate Records – Save, Shred, or Recycle -What are Required Minimum Distributions -Tax Deferred Programs – The Ins and Outs -Tax Planning Strategies -Year End Planning Checklist -The Future?