Welcome to Education Spotlight
This is your one-stop-shop for all your educational opportunities related to retirement, healthcare, and education savings plans.
Each quarter, we’ll spotlight our favorite opportunities. Don’t see the option you’re looking for? We’ve made it easy for you to also check out all our additional opportunities.
Train with Our Experts
Leverage our expert training opportunities in the growth and development of your staff. We have plenty of programs available to fit your learning objectives, budget, and schedule.
Ascend 2026
Don’t miss the retirement industry's most comprehensive education conference.
IRA Institute
Everything you need to know about IRAs in a cohesive training program, offered on-site, virtually, and online.
Browse all our other expert-led training opportunities in our Education Catalog.
Looking for something specific? Browse our live webinar schedule instead.
Continuing Education (CE) Credits & Professional Designations
Earning and maintaining an industry designation shows you’re dedicated to learning in order to excel in your career.
By participating in our trainings, you can qualify for CE credits for more than 20 designations.
Learn more about available designations, or download our CE Credits Chart.
Support Your Staff
Even if your organization has its own trainers, we have the materials to make their job easier. And, our manuals help support what your staff has learned in their day-to-day.
Desktop Guide to Health Savings Accounts - updated for 2026!
Answer your most common HSA questions with this user-friendly guide.
IRA Fact Book - updated for 2026!
Refer to the IRA Fact Book when you need concise answers to some of the most common questions and topics.
Easily purchase any additional supporting materials you might need in our Store.
Market to Your Consumers
Deliver the right message, the right way, at the right time. Our expert consumer education content is designed to get their attention and help you grow your business—
and has been updated for 2026 cost-of-living adjustments.
Choosing the Right Plan for Your Business Lobby Brochure
Help your employer clients determine which retirement plan best fits their business and personal needs. Inside is a comparison of the five most popular retirement plans, including two IRA-based plans, and their key features.
Roth IRAs Lobby Brochure
Use this brochure to educate clients on the features and benefits of a Roth IRA. Inside are the answers to the most commonly asked questions about Roth IRAs, giving your clients who may be interested in opening a Roth IRA more information.
Traditional IRAs Lobby Brochure
This brochure highlights the features and benefits of a Traditional IRA and provides answers to the most commonly asked questions. Use it for clients who may be interested in opening a Traditional IRA but need more information.
Align your consumer education strategy with your clients’ top financial goals, using our planning guide.
Your Partner in Education and Training
Look to Ascensus for all your retirement, health, and education savings plan education solutions.
No matter you experience level, availability, or budget, count on us for the education events and training products you need.