Capital Markets Outlook & Maximizing Your HSA

Mike will cover recent economic and geopolitical developments and updates to ALTIUS’ strategy. Our guest speaker, Gerry Hollis (Lively HSA), will present on how to better utilize your Health Savings Account.

Who is this workshop for?

20s-30s: Prioritize health savings early to maximize your longterm savings. 40s-60s: Consider the investment strategy to grow your HSA assets. 60s+: Learn options for keeping and maintaining your health savings All: Balance current healthcare expenses, tax strategy, and future retirement distribution needs.

This workshop is open to anyone so we welcome you to invite friends and family!