In Person, Virtual, or Online: Training That Fits Your Schedule and Your Needs
You and your staff might be feeling overwhelmed with the latest IRS guidance released in recent months that directly affect retirement, health, and education savings plans. We understand: it can be challenging to stay on top of current rules and make sure daily operations remain compliant.
The coronavirus (COVID-19) pandemic has changed the way we all do business, including training our staff. Many clients have told us that they have held off on sending staff to conferences and other educational opportunities for the last two years for various reasons, including COVID-19 concerns. But now some feel ready to send employees to in-person conferences. Other clients are not quite ready to send their staff to in-person training, so they’re seeking virtual or online options.
We recently surveyed our clients to find out what types of training events they would prefer in 2022: 56 percent of respondents reported that they want on-site or in-person training while 43 percent prefer virtual or online training.
When we asked in the survey what their concerns were for being hesitant to attend in-person training, some of the reasons cited were
Being out of the office
Staff shortages
Budgets
Pandemic unknowns later in 2022
Family health concerns
After the survey ended, other new concerns that our clients have since shared include
Travel costs
Rising fuel costs
Find the Learning Method That Works Best for You
We have adapted our educational offerings to meet our clients’ needs, while at the same time, recognizing that we all learn best in different ways. For many, that means in-person training, while others may want to learn more independently by enrolling in self-paced online courses. Virtual training, which is a hybrid learning model, allows participants to remain in their own environment but still engage and learn in live instructor-led online sessions. Whatever you’re looking for, we’ve got you covered.
Ascend 2022
Ascend, the industry’s most comprehensive, onsite education conference, is back with two national conferences this fall. Ascend 2022 is planned for Sept. 19-21, 2022, in Denver, CO, and Nov. 14-16, 2022, in Orlando, FL. Participants can choose from over 40 expert-led courses at each event, customizing their own unique conference schedule. Ascend can provide continuing education (CE) credits for 20 industry designations. You’ll also be able to prepare for the Certified IRA Specialist II (CIS II) and the Certified Health Savings Professional (CHSP) exams.
This premier training event is designed for retirement, health, and education savings plan professionals—including IRA administrators, personal bankers, investment advisors, CPAs, and relationship managers. Whether you’re new to the industry or you’ve been handling IRAs at your financial organization for decades, there are courses that will expand your knowledge to meet your personal learning objectives.
Ascend 2022 also provides an invaluable opportunity to connect and network with other industry professionals from around the country.
Get your registrations in early for this highly anticipated conference. Find out more information and register here.
IRA Institute
Our popular IRA Institute has two delivery formats, online and onsite, to prepare you to earn the nationally recognized CIP or CISP designation. Attend IRA Institute Oct. 3-7, 2022, in Bloomington, MN, or register for IRA Institute Online, Session 2, planned for Sept. 5-Nov. 27, 2022. This training program provides in-depth instruction on Traditional IRAs, Roth IRAs, SEP plans, and SIMPLE IRAs.
Find out more information and register here.
Still Looking for the Right Course? Visit the Academy
Looking for additional onsite or technology-based training and seminars? Then check out our extensive education and training resources in our Academy. Our curriculum catalog includes a blend of online, virtual and in-person educational opportunities to keep your staff updated on current regulations. Classes such as IRA University, HSA University, and IRAs A-Z Workshop are just a few of the popular courses that we offer for our clients. Attendees can earn three IRA designations, an HSA designation, and CE credits for over 20 industry designations in Academy courses.
Peruse our Academy course offerings here.
Whether you prefer learning in person, virtually or online, we’ve got options for you.
