Is it Time to Focus on Your Professional Development Goals?

Whether you are new in the industry, an experienced veteran, or fall somewhere in between, it can be challenging to stay on top of the rules that directly affect retirement, health, and education savings plans.

There has been a significant amount of new IRS guidance in recent years. Most notably, the SECURE 2.0 Act of 2022 has brought sweeping changes that will reverberate throughout the retirement industry for years to come. In addition to this new legislation, you’re also tasked with keeping a firm grasp on existing rules so your department can maintain a compliant program.

But how are you doing? Are you feeling stuck in your current position, or do you want to take your career and industry knowledge to the next level?

Let Ascensus help you with your career goals. We offer training to meet your needs, whether that means in-person training, self-paced online courses, or virtual training, which is a hybrid learning model that allows participants to remain in their own environment but still engage and learn in live instructor-led online sessions. Whatever learning method works best for you, Ascensus has options for you.

Ascend 2023

Ascend, the industry’s most comprehensive, onsite education conference, returns with two national conferences this fall. Ascend 2023 is planned for Sept. 11-13, 2023, in Portland, Maine, and November 13-15, 2023, in Las Vegas, Nevada. Choose to attend over 30 expert-led courses by customizing your own conference schedule. At Ascend, you can build the educational training program that’s best for you and for your financial organization. Ascend can provide continuing education (CE) credits for 25 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.

Ascend 2023 attendees have the opportunity to connect and network with other industry professionals from around the country. Our past attendees have shared how much they enjoy the ability to connect in person at this onsite experience.

To find out more information and to register, visit here.

IRA Institute

IRA Institute, offered both online and onsite, is a popular course that will allow you to earn the nationally recognized CIP or CISP designation. The course provides in-depth training on Traditional and Roth IRAs, and small business IRA-based SEP and SIMPLE retirement plans. Attend our onsite IRA Institute Sept. 25-29, 2023, in Alexandria, Virginia, or attend online Sept. 4-Nov. 25, 2023.

To find out more information about both onsite and online courses, visit here.

Don’t Forget to Check Out Our Academy Offerings

If you’re looking for additional onsite or technology-based training and seminars, then check out our extensive resources found in our Academy. Our curriculum catalog includes online, virtual, and in-person educational opportunities for you and your team. Some of our popular courses include IRA University, HSA University, and IRAs A-Z Workshop. Our courses allow you to earn three IRA designations, an HSA designation, and CE credits for over 20 industry designations in our Academy courses.

Check out our Academy courses here.

If you’re interested in working on your career goals, let Ascensus help you succeed by continuing to learn through our education and professional development offerings.