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July 2021 Luncheon
July 2021 Luncheon

Wed, Jul 14


Dallas/Addison Marriott Quorum

July 2021 Luncheon

"The convergence of health and wealth - HSAs as retirement plans" presented by Louis B. Harbour, CFP® CHSA® - Retirement Benefits Strategist, PM Squared Financial

Registration is Closed
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Time & Location

Jul 14, 2021, 11:30 AM – 1:00 PM

Dallas/Addison Marriott Quorum , 14901 Dallas Pkwy, Dallas, TX 75254, USA

About the Event

About the Event

As employers are ramping up their adoption of HSA-eligible High Deductible Health Plans to save money on benefits spending, and their employees are juggling competing financial demands, a new demand for HSAs is burgeoning – the convergence of health and wealth. Using HSAs as retirement plans presents an historic opportunity for employees, employers, and the health care benefits providers that service them. Louis will discuss how health care benefits providers can use HSAs as retirement plans to differentiate themselves to retain and win new business, how HSAs work as retirement plans, the importance of investing HSA assets, and how to implement HSAs as retirement plans in your business.

About the Speaker

Louis is a Retirement Benefits Strategist and is passionate about partnering with Benefits Consultants, Financial Advisors, businesses, and their employees to help them accomplish their goals and dreams. He helps them through the innovative use of workplace retirement benefits, such as 401(k), HSAs, and Pension Plans. He has over two decades of industry experience and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Health Savings Adviser (CHSA®) professional designations, along with the FINRA Series 7, 65, 63 securities licenses, and the TX Life & Health insurance license.


  • Members live at The Marriott

  • Guests live at The Marriott

  • NAIFA Dallas Members




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