Ascensus offers one-day IRA Essentials and Beyond Essentials seminars nationwide. These seminars will be delivered by Ascensus' instructors who are recognized as some of the leading retirement plan experts in the industry. Our instructors use classroom instruction, multimedia presentation, and real-life examples to create an ideal learning environment for attendees.
IRA Essentials
- Individuals who need to learn the basic rules that govern Traditional and Roth IRAs
- Individuals who need an updated, general refresher on IRA rules
Beyond Essentials
- IRA Administrators, personal bankers, or member services personnel who want to provide enhanced customer service
- Financial professionals who recognize that IRAs play an integral role in retirement planning
- Seasoned IRA professionals who need to understand and explain the latest IRA features
- Compliance personnel with procedural oversight of IRA policies and practices
- Support personnel responsible for product and service marketing
Prerequisites
Previous IRA knowledge is recommended for the Beyond Essentials seminar,
Length
IRA Essentials and Beyond Essentials are full-day seminars
Pricing
Determined by sponsor
Continuing Education Credits