Our Current Face-to-Face Training Opportunities

Supertrain Compliance Workshops

IRA Supertrain is a comprehensive learning experience filled with activities to improve your IRA, ESA and HSA knowledge. The intensive 3½ day program is specifically designed for credit union employees and managers who work with IRAs.  You can customize the training by choosing the sessions that will benefit you most. This popular program is valuable for both beginners and repeat participants.

Pre-Supertrain Workshops

• Coverdell ESA Workshop - Learn about Coverdell Education Savings Accounts (ESAs) and get ready to inform you members about the value of setting aside funds that may be tax- free for their childrens' or grandchildrens' education expenses.

• HSA Workshop - A great overview of all the "need to know" information and tools you need to handle your members' Health Savings Accounts.

Seminar Tour

Ascensus sponsors or teams up with your state league to offer a variety of training opportunities. 

Check the IRA Training Calendar for the dates, locations, topics and registration links for your state.  Course descriptions can be found in the In-House section of this page.

In-House Training

One of our highly-regarded IRA Training Consultants will come to your office and lead one (or more) of the following workshops for your staff.

• IRA Essentials Workshop
• IRA Advanced Workshop
• Coverdell ESA Workshop
• Health Savings Account (HSA) Workshop
• IRAdirect® Workshop

 Call the IRA Training department at 800-356-9140, for more information or to set up your training session.