HSAs: Beyond the basics
April 
1
, 
2021
7:00pm
 – 
10:00pm 
EDT
Register
Text goes here
X

00:00am–00:00pm EST

Insert Session Title Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. 

Speaker Name

Room #

Speaker Name

Job Title, Company

Insert brief speaker bio here.

Speaker Name

Job Title

Company

Insert bio.

View bio
Text goes here
X

Download Title Here

Insert download description here.

Download
Text goes here
X

Who Should Attend

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Fidelity
Fidelity
Fidelity
Team
Downloads
Register
Text goes here
X
Fidelity
Fidelity
HSAs: Beyond the basics
Thursday
, 
April 
1
, 
2021
, 
7:00pm
 – 
10:00pm 
EDT

Why an HSA is one of the best ways to save and pay for qualified medical expenses and invest for the future.

Register
Text goes here
X
Fidelity
Fidelity
HSAs: Beyond the basics
Thursday
, 
September 
17
, 
2026
, 
12:00pm
 – 
12:45pm 
EDT

Why an HSA is one of the best ways to save and pay for qualified medical expenses and invest for the future.

Register now
Text goes here
X

Coaching sessions with the Trading Strategy Desk

Join us as we take a deep dive into HSAs and learn how to turn savings into strategy.


We'll discuss:

 •  What is an HSA: How they work and how to make the most of one.

 •  The true value of an HSA: Strategies to help take advantage of its unmatched flexibility and triple-tax advantaged savings.1

 •  How it fits into different life stages: maximizing growth potential and flexibility as your needs change.

 •  More advanced planning: rolling over or consolidating HSAs, family usage rules, inheritance considerations and more.

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Agenda

00:00am–00:00pm EST

Insert Session Title Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. 

Speaker Name

Room #

00:00am–00:00pm EST

Insert Session Title Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. 

Speaker Name

Room #

00:00am–00:00pm EST

Insert Session Title Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. 

Speaker Name

Room #

00:00am–00:00pm EST

Insert Session Title Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. 

Speaker Name

Room #

Meet the Trading Strategy Desk® Team

Speaker Name

Job Title/Company

Insert brief speaker bio here.

Speaker Name

Job Title/Company

Insert brief speaker bio here.

Speakers 

Ally Donnelly

Host

Fidelity Investments

Insert bio.

View bio
Text goes here
X

Sarah Haflett

Vice President,

Health Care Thought Leadership

Fidelity Investments

Insert bio.

View bio
Text goes here
X

Amy Richardson

Vice President,

Health and Benefits 

Fidelity Investments

Insert bio.

View bio
Text goes here
X

Venue

Details

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Frequently Asked Questions

What can I expect?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Insert question here?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Stay in the know

Learn more about HSAs

 Visit the Fidelity Learn Events Calendar

Download
Text goes here
X

See if an HSA is right for you


Download
Text goes here
X
The Final Countdown!
Time left for the event days hours minutes seconds
The countdown doesn't work if the event start date is set to TBD
Register now
Text goes here
X

This email may be considered advertising under federal law.


Investing involves risk, including risk of loss.


The Fidelity Investments logo is registered service mark of FMR LLC.


Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.


1With respect to federal taxation only. Contributions, investment earnings, and distributions may or may not be subject to state taxation.


The information provided herein is general in nature. It is not intended, nor should it be construed, as legal or tax advice. Because the administration of an HSA is a taxpayer responsibility, you are strongly encouraged to consult your tax advisor before opening an HSA. You are also encouraged to review information available from the Internal Revenue Service (IRS) for taxpayers, which can be found on the IRS website at [IRS.gov](http://www.irs.gov/). You can find IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans, and IRS Publication 502, Medical and Dental Expenses, online, or you can call the IRS to request a copy of each at 800-829-3676.


Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917


 ©2026 FMR LLC. All rights reserved.

 

1274353.2.0

Fidelity
Fidelity

Copyright 1998–2025 FMR LLC. All rights reserved.

Fidelity Event Registration powered by Splash, a third-party provider. Terms of Use | Privacy Policy

Careers
New Releases
About Fidelity
International
Security
HSAs: Beyond the basics
[confirmation_headline]
[confirmation_messaging]
Add to Calendar
Text goes here
X
Join Event Now
Text goes here
X
[confirmation_headline]
[confirmation_messaging]
Add to Calendar
Text goes here
X

Amy Richardson

Vice President,

Health and Benefits 

Fidelity Investments

Amy is the Vice President of Growth Enablement and Support in Fidelity Investments Health and Benefits Accounts space.  In this role, she is responsible for leading teams to bring Health Savings Account (HSA) and other reimbursement account product features to market, growing our market share, and providing ongoing support to internal client-facing teams. 


Amy has been with Fidelity for over 20 years, in a variety of roles primarily related to employee benefits, retirement services, and investment offerings.  She is passionate about helping employees understand the importance of saving not just for retirement, but also for medical expenses, both now and into retirement. 


1215678.1.0

Randelle M. Lenoir

Vice President, Branch Leader

Fidelity Investments

Randelle Lenoir is an Investor Center leader in the Chicago area. She spends her days at Fidelity coaching and inspiring a team of financial planning professionals to deliver essential support to customers in need of financial planning and investment management. She’s spent her career working with people from all walks of life, helping them solve problems and achieve goals. She believes that solid financial planning relationships can change lives and communities for the better.

Ally Donnelly 

Host 

Fidelity Investments

Ally Donnelly leads Fidelity’s Video Podcast Team, focusing on innovative video projects to connect with clients in relevant and authentic ways. She also hosts Money Unscripted, Fidelity's flagship personal finance podcast, looking at everything from careers and caregiving to paying for college and planning for retirement.


Prior to joining Fidelity in 2021, Ally was a longtime broadcast television journalist for NBC and NECN in Boston. Her work has been recognized with multiple Edward R. Murrow, Emmy, Associated Press, and Gabriel awards.


Outside of work, Ally loves traveling and exploring the great outdoors with her family. She and her husband are raising their two beautiful daughters (and one wacky
dog) in the Boston suburbs.


NBC, NECN, and Fidelity Investments are not affiliated.

 

1041978.5.0

David Gaito, CFA®

Head of Direct Lending 

Fidelity Investments

David Gaito is head of direct lending in the High Income and Alternatives division at Fidelity Investments. Fidelity
Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


Mr. Gaito leads Fidelity’s direct lending business, which is focused on making credit investments to middle market companies predominately owned by private equity firms. Prior to joining Fidelity, Mr. Gaito held several senior roles during a distinguished career at PNC Corporate and Institutional Banking. He was most recently an executive vice president and division executive for PNC’s middle market senior secured lending platform, with responsibility for managing the daily operations of a division that included the Boston, Chicago, New York, and Toronto hubs. In this capacity, he was responsible for all aspects of the division’s credit management and new business origination. David
has an extensive track record in leading divisions, acquiring talent, and mentoring employees to grow assets under management. He brings over 20 years of expertise to the role and has been in the financial industry since 1999.


Mr. Gaito earned his bachelor of science degree in economics from St. Vincent’s College. He is also a CFA®
charterholder.

Sarah Haflett

Vice President, Health Care Thought Leadership

Fidelity Investments

Sarah Haflett Sarah has more than 20 years of experience in health care research, strategy, and consulting. Previously, Sarah was research leader at PwC’s Health Research Institute, where she led the strategic insights team and established the institute’s research strategy. She also spent seven years as a strategy and operations consultant. Sarah has a master’s degree in health services administration from The George Washington University and a bachelor’s degree in business management from Bucknell University. She also completed a post-graduate fellowship in hospital administration at Thomas Jefferson University Hospitals in Philadelphia.


1185523.2.0


Share with Friends
Facebook
Twitter
LinkedIn
Link
CONTACT THE ORGANIZER
Google   Outlook   iCal   Yahoo

RSVP

Google Icon
Google
Outlook Icon
Outlook
Apple Icon
Apple
Yahoo Icon
Yahoo