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 2024

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

Answer your most common HSA questions with this user-friendly guide.

IRA Fact Book

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 the SECURE 2.0 Act.

IRA and Retirement Plan Distributions Lobby Brochure

This brochure explains the distribution rules for Traditional, Roth, and SIMPLE IRAs and qualified retirement plans, along with the tax consequences and penalty implications of taking distributions. It also provides key information about required minimum distributions (RMDs).

Coverdell Education Savings Account Lobby Brochure

Show your clients how easy it is to start saving for a child’s education with this convenient summary of the features and benefits of a Coverdell education savings account.

 
 

View our Look Book for more information on our consumer education materials and how they can be used for 12 months of marketing ideas.

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.