Condon, Guido & Harris
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Health Savings Accounts (HSAs): Tax-advantaged accounts with a powerful wealth-building benefit

Open enrollment is quickly approaching! Join UBS & Vanguard to learn about 
1. Health savings accounts (HSAs) and high-deductible health plans (HDHPs)
2. The unique benefits of HSAs
3. Putting HSA’s flexibility to use

Location

Date & time

Speakers

Supporting links

Virtual

29 September, 20262:00 PM - 3:00 PM Eastern
  • Mara Kossoff CFP®, CDFA®, Vanguard
  • Jeffrey Harris CFP®, UBS

Visualize Retirement

Whether retirement is right around the corner (preretirees age 50–64) or has already arrived (retirees age 65+), investors still have financial needs. Ensure that you can navigate the complexities—including any future twists, turns, or new financial goals along the way.

Location

Date & time

Speakers

Supporting links

Virtual

28 October, 202612:00 PM - 1:00 PM Eastern
  • Jeffrey Harris, CFP®

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