Gartner 2026 Open Enrollment Masterclass
Автор: Skinner Wealth Strategies
Загружено: 2025-10-30
Просмотров: 65
Gartner Open Enrollment is here — and your benefit decisions this year will directly influence your take-home pay, taxes, and long-term savings. Most employees rush through this process… but a few strategic choices can meaningfully improve your financial picture.
In this Gartner Open Enrollment Masterclass, Brian P. Skinner, CFP®, CRPC® walks you step-by-step through the key benefit decisions for the upcoming plan year — in clear, simple language designed for real people (not HR jargon).
What You’ll Learn
✅ How to choose between Gartner’s three Cigna medical plans
✅ How to secure Gartner’s $1,000–$2,000 HSA contribution (and the important step many employees overlook)
✅ How to maximize your HSA using the triple tax advantage
✅ How to avoid losing unused FSA dollars before they expire
✅ What you can and cannot change after submitting your elections under IRS Section 125 rules
✅ The common pitfalls that cause employees to miss savings, lose reimbursements, or choose the wrong coverage level
Whether your priority is lowering monthly premiums, managing expected healthcare usage, saving more tax-efficiently, or simply not leaving money on the table — this session will give you the clarity and confidence you need.
Who This Is For
This masterclass is specifically designed for:
Gartner employees reviewing benefits for the upcoming year
Anyone comparing HSA vs. HRA vs. OAP coverage options
Individuals or families planning ahead for medical expenses
Professionals who want their benefit choices to align with their long-term financial strategy
If you’ve ever thought “I just want someone to explain these options clearly…” — this is for you.
Presented By
Brian P. Skinner, CFP®, CRPC®
Founder & Financial Planner — Skinner Wealth Strategies
📞 (203) 285-6530
📧 [email protected]
🌐 https://skinnerwealthstrategies.com
This session is educational. It is not endorsed by or affiliated with Gartner. Always refer to your employer’s HR resources for full benefit plan specifications.
Want Personal Guidance?
If you’d like help coordinating your benefits with your tax plan, retirement savings, and investment strategy, schedule a complimentary planning conversation:
Schedule a one-on-one personalized strategy call with Brian:
https://skinnerwealthstrategies.com/m...
Connect With Brian:
Website: https://skinnerwealthstrategies.com
LinkedIn: / brian-skinner-cfp%c2%ae-crpc%c2%ae-386a5a23
Email: [email protected]
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