Instructor Led
Delivered at various locations throughout the nation, our instructor-led training is a perfect fit for those who want to interact with our professional trainers and other IRA professionals.
Audience
Fall Forum
Fall Forum offers the opportunity to gain the latest retirement plan analysis and insight during a 3-day conference. With more than 25 courses to choose from, attendees may design their own curriculum to enhance their industry knowledge.
IRA Institute provides in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, simplified employee pension (SEP) plans, and savings incentive match plans for employees (SIMPLE) IRAs. This 5-day event prepares students for the Certified IRA Services Professional (CISP) examination and for the ever-increasing challenges of meeting client expectations.
Seminar Tour
Ascensus offers one-day basic and advanced IRA seminars. Ascensus also teams up with state banking associations and Centers for Financial Training to offer a variety of training opportunities. The IRA Essentials seminar gives attendees a solid foundation of IRA knowledge. The Advanced IRA seminar builds on the attendees’ knowledge of IRA basics to help them address some of the more complex IRA issues.
Half-Day HSA Workshop
Whether your financial organization is just entering the HSA marketplace or is looking to enhance its current HSA program, the HSA Half-Day Workshop will help attendees become more comfortable with HSA operations, compliance, and industry trends.
On-Site Workshops
Our retirement plan professionals will work closely with you and your staff to learn about your business and training objectives in order to make recommendations and develop a retirement plan training program tailored especially for your organization.
