Ascend Washington DC 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