Ascend Las Vegas Course Material Files

Downloadable, mobile-friendly PDFs of all course material and Powerpoints® are now available to print or to download to your laptop or mobile device. The files will be available for download during the conference and for 30 days after Ascend.

Taking the CIS II or CHSP Exam?
At Ascend registration, you will receive a printed study guide containing the recommended courses (as indicated below) for the CIS II or CHSP exam.

If you have any questions, email ascend@ascensus.com

 

2018 IRA Reporting
PPT converted to PDF    
Advanced Beneficiary and Death Claim Concepts
Course Material PPT converted to PDF  
Advanced Portability and What’s New
Course Material PPT converted to PDF Handout 1
Handout 2
CHSP Exam Prep Workshop
PPT converted to PDF Handout  
CIS II Exam Workshop
PPT converted to PDF Handout
Handout
 
Complex QRP and IRA Beneficiary Desigination Issues
Course Material PPT converted to PDF Handout
Compliance Audit
Course Material PPT converted to PDF Handout 1
Handout 2
Handout 3
Conversions and Recharacterizations: The What, Why, and How
Course Material PPT converted to PDF Handout 1
Handout 2
DOL & IRS Audit Issues
Course Material PPT converted to PDF  
Electronic Delivery and Reporting
Course Material PPT converted to PDF Handout
Employer Options: SEP Plans and SIMPLE IRAs
Course Material PPT converted to PDF Handout
Everything Roth
Course Material PPT converted to PDF Handout
Lunch and Learn: Fully-Administered Program Update
PPT converted to PDF    
Helping Clients Plan and Save for Financial Wellness
PPT converted to PDF    
HSA Advanced Concepts
Course Material PPT converted to PDF Handout
HSAs and Medicare: What Happens at Retirement?
PPT converted to PDF    
HSA Certification Workshop
PPT converted to PDF Handout  
HSA Overview
Course Material PPT converted to PDF Handout
Industry Trends
PPT converted to PDF    
Introduction to Beneficiary Options
Course Material PPT converted to PDF Handout
Introduction to IRAs
Course Material PPT converted to PDF  
IRA Challenge
PPT converted to PDF Handout  
IRAdirect Best Practices
Course Material PPT converted to PDF  
IRAdirect RMD Processes
Course Material PPT converted to PDF  
IRA Excess Contributions From A to Z
Course Material PPT converted to PDF Handout 1
Handout 2
IRA Legal Issues
Course Material PPT converted to PDF Handout
IRA Owner Tax Forms and You
Course Material PPT converted to PDF Handout
IRA Update
Course Material    
Participant Communications
Course Material PPT converted to PDF  
Personal Brand
PPT converted to PDF    
Lunch and Learn: Optimizing Your IRA and HSA Administration
PPT converted to PDF    
QRP Distributable Events
Course Material PPT converted to PDF  
QRP Document Restatement
Course Material PPT converted to PDF  
QRP Legal Issues
Course Material PPT converted to PDF Handout 1
Handout 2
QRP Update
PPT converted to PDF    
Recognizing Prohibited Transactions
Course Material PPT converted to PDF  
Required Minimum Distributions
Course Material PPT converted to PDF  
Savings Reform
PPT converted to PDF    
Savings Trends
PPT converted to PDF    
Selecting a Retirement Plan
Course Material PPT converted to PDF Handout
Self-Directed IRAs & Alternative Investments
PPT converted to PDF    
Lunch and Learn: Social Media 101
PPT converted to PDF    
State of Retirement Savings
PPT converted to PDF    
Top 10 HSA Issues
Course Material PPT converted to PDF Handout
Withholding and Getting it Right
Course Material PPT converted to PDF Handout
Women and Retirement
PPT converted to PDF Handout  

Downloadable, mobile-friendly PDFs of all course material and Powerpoints® are now available to print or to download to your laptop or mobile device. The files will be available for download during the conference and for 30 days after Ascend.

Taking the CIS II or CHSP Exam?
At Ascend registration, you will receive a printed study guide containing the recommended courses (as indicated below) for the CIS II or CHSP exam.

If you have any questions, email ascend@ascensus.com

 

2018 IRA Reporting
PPT converted to PDF
Advanced Beneficiary and Death Claim Concepts (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
Advanced Portability and What’s New (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
CHSP Exam Prep Workshop
Course material included in CHSP Exam Prep Guidebook
CIS II Exam Workshop
Course material included in CIS II Exam Prep Guidebook
Complex QRP and IRA Beneficiary Desigination Issues
Course Material PPT converted to PDF
Compliance Audit
Course Material PPT converted to PDF
Conversions and Recharacterizations: The What, Why, and How (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
DOL & IRS Audit Issues
Course Material PPT converted to PDF
Electronic Delivery and Reporting
Course Material PPT converted to PDF
Employer Options: SEP Plans and SIMPLE IRAs
Course Material PPT converted to PDF
Everything Roth
Course Material PPT converted to PDF
Helping Clients Plan and Save for Financial Wellness
PPT converted to PDF
HSA Advanced Concepts
Course Material PPT converted to PDF
HSAs and Medicare: What Happens at Retirement?
PPT converted to PDF
HSA Certification Workshop
Course material included in CHSP Exam Prep Guidebook
HSA Overview
Course Material PPT converted to PDF
Industry Trends
This course will be available for download upon conclusion of Ascend.
Introduction to Beneficiary Options (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
Introduction to IRAs
Course Material PPT converted to PDF
IRA Challenge
PPT converted to PDF
IRAdirect Best Practices
Course Material PPT converted to PDF
IRAdirect RMD Processes
Course Material PPT converted to PDF
IRA Excess Contributions From A to Z (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
IRA Legal Issues
Course Material PPT converted to PDF
IRA Owner Tax Forms and You
Course Material PPT converted to PDF
IRA Update
Course material included in CIS II Exam Prep Guidebook
Participant Communications
Course Material PPT converted to PDF
Personal Brand
PPT converted to PDF
QRP Distributable Events
Course Material PPT converted to PDF
QRP Document Restatement
Course Material PPT converted to PDF
QRP Legal Issues
Course Material PPT converted to PDF
QRP Update
PPT converted to PDF
Recognizing Prohibited Transactions
Course Material PPT converted to PDF
Required Minimum Distributions (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
Savings Reform
PPT converted to PDF
Selecting a Retirement Plan
Course Material PPT converted to PDF
Self-Directed IRAs & Alternative Investments
PPT converted to PDF
State of Retirement Savings
This course will be available for download upon conclusion of Ascend.
Top 10 HSA Issues
Course Material PPT converted to PDF
Withholding and Getting it Right (Course material included in CIS II Exam Prep Guidebook)
Course Material PPT converted to PDF
Women and Retirement
PPT converted to PDF