Ascend Seattle 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 course materials will be available for download during the conference and for 60 days after Ascend.

NOTE: The course guidebook will not be available in print, but instead will be available to download via the website or the ​Ascend mobile app.

Printed Manual
You have the option to purchase a professionally-printed, spiral-bound collection of the Ascend PowerPoint presentations for just $49. To purchase, click the link under the confirmation number on your Ascend confirmation email and modify your registration.

Taking the CIS II or CHSP Exam?
At Ascend registration, you will receive a printed study guide (does not include the PPTs) containing the recommended courses (as indicated below) for the CHSP or CIS II exam.

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

2019 IRA Reporting
PowerPoint

Advanced HSAs
PowerPoint  |  Guidebook

Advanced IRA and QRP Portability, Conversions, and Recharacterizations (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

CHSP Exam Prep Workshop (Course recommended for the CHSP Exam)
PowerPoint  |  Workshop Exercise and Answers

CIS II Exam Prep Workshop (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

Employer Options: SEP and SIMPLE IRA Plans (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

Financial Organization Mergers and Acquisitions
PowerPoint

Finding IRA Answers
PowerPoint

HSA Certification Workshop (Course recommended for the CHSP Exam)
PowerPoint  |  Guidebook

Industry Trends
PowerPoint

Introduction to HSAs
PowerPoint  |  Guidebook

Introduction to IRAs – Parts I and II
PowerPoint  |  Guidebook

Introduction to QRPs and 403(b) Plans – Parts I and II
PowerPoint  |  Guidebook

IRA and QRP Advanced Beneficiary Topics (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

IRA and QRP Complex Beneficiary Designation Issues
PowerPoint  |  Guidebook

IRA and QRP Electronic Delivery and Reporting​
PowerPoint  |  Guidebook

IRA and QRP Introduction to Beneficiary Options (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

IRA and QRP Prohibited Transactions
PowerPoint  |  Guidebook

IRA and QRP Required Minimum Distributions​ (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

​IRA Excess Contributions (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

​IRA Legal Issues​
PowerPoint  |  Guidebook

IRA Update
PowerPoint

IRA Withholding Requirements (Course recommended for the CIS II Exam)
PowerPoint  |  Guidebook

Maintaining IRA Compliance
PowerPoint  |  Guidebook

​Maximizing Your HSA Business Opportunities​
PowerPoint

Medicare and the Health Savings Account
PowerPoint

QRP Audit Issues
PowerPoint  |  Guidebook

QRP Document Restatement
PowerPoint  |  Guidebook

QRP Legal Issues
PowerPoint  |  Guidebook

QRP Update
PowerPoint

Retirement Readiness​
PowerPoint

Roth IRAs: What You Should Know​
PowerPoint  |  Guidebook

​Savings Reform​
PowerPoint

​Self-Directed IRAs and Alternative Investments​
PowerPoint

Social Security and Retirement Plans
PowerPoint

State-Based Retirement Programs
PowerPoint

U.S. Retirement Savings: Filling in the Gaps
PowerPoint