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 containing the recommended courses (as indicated below) for the CHSO 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
The PowerPoint for this session will be posted at the conclusion of Ascend Orlando.