Ascensus Trainings & Webinars

Ascensus Training Hub

CrossState Solutions has recently partnered with Ascensus to provide further education for CrossState members. Ascensus specializes in helping individuals, employers, and financial institutions manage and optimize savings programs, including IRAs (Individual Retirement Accounts), 401(k) plans, and 529 college savings plans.

See what Ascensus can offer your credit union through their available products and services. Use promo code, CrossState10 to get 10% off any of the products below.

IRA Essentials on Demand

This self-paced online program mirrors the content on our face-to-face Basic IRAs course. Essentials on Demand includes IRA reference materials, job aids, quizzes, and videos to create an immersive education experience.

IRA Essentials OnDemand consists of six learning tracks dedicated to key IRA topics:

  • Introduction to IRAs
  • Establishing an IRA
  • Funding
  • Portability
  • IRA Distributions
  • Reporting

Use promo code, CrossState10 to get 10% off the total price.

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Webinars

Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascensus webinars cover all aspects of retirement, health, and education savings plans. These webinars also are available for digital download so you can view them when it’s convenient for you and your team.

Use promo code, CrossState10 to get 10% off the total price.

View the Upcoming Webinars

IRA University

IRA University is a six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.

Use promo code, CrossState10 to get 10% off the total price.

Schedule:

February 19 – March 26

April 23 – May 28

July 9 – August 13

September 24 – October 29

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