Exploring the Benefits of an HSA
Fidelity workplace financial consultants will deliver the "Exploring the Benefits of an HSA" presentation as part of Duke Financial Fitness Week.
Time: 2:30 p.m.-3:30 p.m.
Description: Learn about HSA-eligible health plans and how they work with an HSA, as well as HSA features, eligibility, contribution limits, and account access.
Resources
Is an HSA-eligible health plan right for you?
Presenter: Yvette Mills
Panelists
Fidelity: Alan Collins, Cleo Morgan
Can't make the live webinar?
Learn about HSA - An on-demand presentation will be available online on this page in October.
One-on-one Appointments
Complimentary consultations with your Fidelity Workplace Financial Consultant are available now. Workplace Financial Consultants are skilled at helping every individual through a consultative, needs-based approach.
What Workplace Financial Consultants do:
- Assist care team members with their overall financial well-being, including savings habits, asset allocation, income planning and complex planning discussions, as well as with decisions at retirement or a job change.
- Offer retirement planning assistance, fully integrated with online tools.
- Financial professionals backed by industry-leading research and analysis, with the skills to help address your needs and help you plan holistically.
Meet you Fidelity Workplace Financial Consultants
Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.
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Alan Collins, a Fidelity Workplace Financial Consultant, has more than 19 years with the company. He was previously a service delivery manager for Fidelity’s Workplace Participant Services Group. Mr. Collins promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Alan holds a bachelor’s degree in economics and communications from the University of Massachusetts at Amherst. |
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Yvette Mills joined Fidelity as a Workplace Financial Consultant in 2022 and has more than 20 years in the financial industry. Mrs. Mills promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative and licensed insurance representative, Yvette holds a master’s degree in business administration from Rutgers University and a bachelor’s degree in economics from Drew University. |
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Cleo Morgan, a Fidelity Workplace Financial Consultant, has more than 17 years with the company. She was previously a guidance support specialist for Fidelity’s Workplace Participant Services Group. Ms. Morgan promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Cleo holds a bachelor's degree in business management from Western Governors University. |
Investment advisor representatives are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.