Ascend Delivers Meaningful Education and Networking Opportunities

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Keeping up with all of the latest developments and rule changes affecting retirement and health savings plans from year to year is a must for many financial industry professionals. That’s why Ascensus sponsors an annual training event that brings industry professionals together from all over the country to connect and learn.

Ascend 2019 was one of the most engaging education conferences that we’ve ever had,” said Ascensus Executive Vice President Steve Christenson about the recent education event for financial industry professionals. “The attendees were active participants during the courses and the networking throughout the entire conference was outstanding. Attendees shared many real life issues and we collectively found good working solutions.”

Ascend is the retirement and health savings industry’s most comprehensive education conference. For more than 30 years, Ascensus has been delivering training on basic to advanced savings plan topics, the latest industry trends and regulatory guidance, and professional development opportunities. Ascensus’ own certified industry experts share their knowledge and expertise with attendees in general gatherings and training sessions over three days, in an environment that encourages mingling and networking.  

Industry Professionals

Retirement, health, and education savings plan professionals at all levels attend Ascend.  

  • Retirement plan product managers

  • Personal bankers

  • IRA administrators

  • Operations and compliance managers and staff

  • Trust officers

  • Relationship managers

  • Investment advisors

  • Retirement plan client services managers and staff

  • Call center managers and staff

  • Third-party administrators

  • CPAs

They walk away with increased knowledge, new business strategy ideas, and more contacts and networking relationships.  Here are just a few comments from some of the industry professionals who attended the 2019 Ascend

“I had a great time at my first Ascend!” “Very informative.” “The speakers rocked!” “Very interesting, time flew by.” “Great discussions.” “Speakers were well-prepared and extremely knowledgeable.” “Great explanations and examples.” “My favorite part of Ascend is getting all of the latest (industry) updates at once.”

Industry Designations

With 30-plus courses offered at Ascend each year, attendees have the opportunity to obtain continuing education credits all at one time, in one place. Attendees can also earn these industry designations: 

  • Certified Health Savings Professional (CHSP)

  • Certified IRA Specialist II (CIS II)

Ascend 2020

The next Ascend will cover many of the same important topics, plus some new offerings. Planning for Ascend at three exciting locations in the fall of 2020 is already underway.  

  • Mall of America, Bloomington, MN

  • Downtown Denver, CO

  • Universal Studios, Orlando, FL

 Don’t miss out!

 
Ascensus