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INTAC Seminar for Financial Advisors Featuring the Following Topics:

INTAC Seminar for Financial Advisors Featuring the Following Topics:

Why Health Savings Accounts (HSA) Matter More Than Ever


Long-Term care is an increasingly important part of retirement planning, as a significant percentage of retirees will likely need some level of care. Learn how HSAs are a solution to this problem and discuss how to leverage and grow your business.


Flexible 3(38) Services & ERISA Fiduciary Landscape


Learn about the types of third party fiduciaries, fiduciary rule implications, investment methodology, service teams and their responsibilities. We’ll tackle this topic and give you actionable techniques to protect you and your clients.



Wednesday, November 29


Choose from 2 sessions


  • 8:30 am - 10:00 am Breakfast in Short Hills, NJ

  • 4:30 pm - 6:30 pm Cocktails & Conversation: Red Bank, NJ

Contact INTAC’s Event Coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more. We hope you can join us!




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