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HSA 2020: HSAs: A Key Element of the Financial Wellness Equation

Wed, Oct 28, 2020 · 12:30 PM · Eastern Time (US & Canada)
About This Webinar

Sponsored by Fidelity

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Alison Cooke M
Executive Director, ISS Media
Webinar hosting presenter Rebecca M
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy H
Managing Editor Print, PLANADVISER.com
Webinar hosting presenter
Vice President, Health Solutions Thought Leadership, Fidelity
Nancy is Vice President, Health Care Thought Leadership where she is responsible for helping to shape and define Fidelity’s point of view on health care and benefit trends. Nancy started with Fidelity in 2011 as a part of Fidelity’s Workplace Customer Experience team, helping the organization better understand and perfect customers’ experiences across a variety of products and services. Since that time, Nancy has held various roles where she has been responsible for designing and delivering employee experiences, making complex topics easier to engage with and understand.
Before joining Fidelity, Nancy worked as an HR strategy and change management consultant at Buck Consultants, where she focused on helping clients optimize and maximize their HR functions. Nancy also held various roles at Mellon Financial, in their total benefits outsourcing business and within the Dreyfus group.
Nancy has a B.S. in Management from Boston University and a M.A. in Education from Columbia University.
Webinar hosting presenter
Vice President, Industry Relations – Fidelity Health Solutions
Since joining Fidelity in 2005 as Vice President, Emerging Products, Will Applegate has served as Product Manager for both Health & Welfare Administration and the Fidelity HSASM (Health Savings Account). He also served as the team leader for the Fidelity HSASM product launch, and led HSA business development efforts for the Fidelity HSA. In his current role, Will has responsibility for Fidelity's relationships with intermediaries with a focus on the distribution of our health offerings, as well as industry events.

Prior to joining Fidelity, Will developed Mellon Financial Corporation’s HSA product offering following Mellon’s acquisition of Kwasha Lipton. Will’s prior roles at Kwasha Lipton included managing large benefit outsourcing relationships, developing one of the first H&W administration platforms, and consulting with employers on health care plan design, pricing, and vendor selection.

Will graduated from Colgate University with a Bachelor of Arts in Computer Science and holds FINRA Series 7 and 63 licenses.. He is an influential figure on the topic of emerging health care consumerism and is a frequent speaker at industry conferences.
Documents
PDF
hsa_dc_savings_2021.pdf
PDF
HSA_cash_target-2020_update.pdf
PDF
HC_framework_overview-FINAL.pdf
PDF
Speaker_Bios_-_Day_2_-_A_Key_Element_of_the_Financial_Wellness_Equation.pdf
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