Ascend is the industry’s most comprehensive education conference providing training, certification, and continuing education to financial professionals for over 30 years. Strengthen your competitive advantage with certified expertise, industry insights, and networking.

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Course Overview

Whether you're interested in learning the fundamentals or want to explore more advanced topics, Ascend courses cover all aspects of retirement, health, and education savings plans. Below is a sampling of course titles.

IRA Topics

  • IRA Reporting
  • CIS II Exam Prep Workshop
  • Compliance Audit
  • Conversions and Recharacterizations
  • Employer Options: SEP Plans and SIMPLE IRAs
  • Everything Roth
  • Intro to IRAs
  • IRA Excess Contributions From A to Z
  • IRA Legal Issues
  • IRA Update
  • Withholding and Getting it Right

IRA/Quaified Plan Topics

  • Advanced Beneficiary and Death Claim Concepts
  • Advanced IRA & QRP Portability, IRA Conversions, and IRA Recharacterizations
  • Selt-Directed IRAs & Alternative Investments
  • Complex Qualified Retirement Plan and IRA Beneficiary Designation Issues
  • Electronic Delivery and Reporting
  • Introduction to Beneficiary Options
  • Recognizing Prohibited Transactions
  • Required Minimum Distributions

HSA Topics

  • HSA Advanced Concepts
  • HSA Certification Workshop
  • CHSP Exam Prep Workshop
  • HSAs and Medicare: What Happens at Retirement
  • HSA Overview

Qualified Plan Topics

  • DOL and IRS Audit Issues
  • Introduction to QRPs
  • QRP Distributable Events
  • QRP Legal Issues
  • QRP Update

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