IAD is excited to bring our agency partner Bill Tarrant from Apex Insurance Services and Apex Bookkeeping and Tax Service for two informative sessions you won’t want to miss! 

Bill will share why Health Savings Accounts (HSAs) should be part of every ACA client conversation and how they can enhance your clients’ financial well-being. These webinars will include an open forum discussion, so bring your questions and get expert insights directly from Bill. 

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About Bill Tarrant 

Bill Tarrant heads up the bookkeeping and tax division at Apex. With a background in municipal finance, Bill specializes in entity setup and small business formation. Beyond health insurance, Bill focuses on small business tax planning and individual wealth management strategies, making him the perfect resource for understanding how HSAs fit into your clients’ financial plans. 

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Don’t miss this opportunity to learn how HSAs can add value to your appointments!