How to modernize your HSA experience | Live panel discussion
A panel discussion with DriveWealth and Sentinel Group. Learn more about HSA investments and Forma's platform.
HSA investing can be confusing and overwhelming. Not anymore.
Forma’s intuitive platform and investment options make HSA investing easy and accessible to everyone. Gone are the days when these types of trades and investments were exclusive and hard to access.
Now is the time to educate employers on how easily they can invest in modernized HSA portfolios. Forma is making HSA investing easier, faster, intuitive, and accessible to all. This panel discussion including Forma, DriveWealth and Sentinel Group took place on May 25th, 2023.
In 45 minutes you will learn about:
- The current HSA landscape, data, and market trends.
- An overview of Forma's investment portfolio, automatic account verification, and easy transfer.
- other various HSA topics and pain points.
To access this recording, <span class="text-style-link text-color-blue" fs-mirrorclick-element="trigger" role="button">please reach out to our team</span> and we'll happily provide you with a copy.