ON DEMAND WEBINAR

Prioritize Your Health & Maximize Your Savings Potential Through a Self-Directed HSA

Presented by Next Generation

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Two Birds, One Stone

With health care costs continually rising, and today’s workforce expected to need at least $260,000 to cover medical expenses during retirement, having a means for saving for these types of expenses may be top-of-mind for you. 

This can be made possible through a powerful savings tool called a health savings account (HSA). 

If you also have a knack for alternative investments--like real estate, notes/loans, private equity, cryptocurrency and more--you can invest the money you contribute to your HSA to build up your savings for the future (or for emergency medical expenses).

This would mean you really could kill two birds with one stone, because you are prioritizing your health all while maximizing your savings potential by self-directing a HSA. 

That's why we're offering a complimentary virtual session to learn all about the why's and the how's. During this webinar, we'll cover:

  • What qualifies someone for a HSA - individuals & families
  • How contributions and distributions work, and the implications of each
  • Possible investments and funding options with a self-directed HSA
  • How to get one started!
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NOW AVAILABLE
ON-DEMAND

Meet the Speakers

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Brittany Melville
Director, Marketing and Sales

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Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives. Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA). Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their 1 year-old son. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and practicing mindfulness meditation.

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