average increase in HSA balance.*
HSA & FSA Strategy Workshop
Helping employees understand tax-advantaged accounts can improve workplace benefit utilization while supporting greater financial confidence and long-term preparedness, which is also a win for employers.
This workshop compares account structures, contribution limits, eligibility requirements, tax advantages and rollover rules. Practical checklists and planning tools help employees evaluate their choices and develop an informed contribution strategy.
Select “Order Class” to email our team for support.
Classes to Consider:
Sandwich Generation Planning Session
Caring for someone you love can affect your time, finances, and overall well-being.
Explore Class
Debt Reduction Strategy Session
Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable.
Explore Class
Your MSA Advantage: Activate Your Financial Action Plan
This class introduces the full scope of the MSA benefit and helps identify where to begin.
Explore Class
Select “Order Class” to email our team for support.
*My Secure Advantage, Inc., 2026. These outcomes reflect employee-reported progress from working with a Money Coach beyond attending an educational session. Individual results may vary.