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Day 1

Monday, November 2

  • 11:00 - 12:15 pm ET : Legislative Reform: What's Changed, What's on the Horizon

  • 1:00 - 2:15 pm ET : Concurrent Sessions with Break
    (1) IRA Update
    (2) QRP Update

  • 2:30 - 3:45 pm ET : Concurrent Sessions with Break
    (1) Required Minimum Distributions for IRAs and QRPs
    (2) A Closer Look at Financial Wellness

Day 2

Tuesday, November 3

  • 11:00 - 12:15 pm ET : Concurrent Sessions with Break
    (1) Part 1: Introduction to Beneficiary Options for IRAs and QRPs
    (2) IRA Legal Issues

  • 1:00 - 2:15 pm ET : Concurrent Sessions with Break
    (1) Part 2: Introduction to Beneficiary Options for IRAs and QRPs
    (2) IRA and QRP Electronic Delivery and Reporting

  • 2:30 - 3:45 pm ET : Concurrent Sessions with Break
    (1) Advanced Beneficiary Topics for IRAs/QRPs
    (2) Advanced HSAs

Day 3

Wednesday, November 4

  • 11:00 - 12:15 pm ET : Concurrent Sessions with Break
    (1) HSAs Exploring Their Advantages
    (2) 2020 IRA Reporting

  • 1:00 - 2:15 pm ET : Concurrent Sessions with Break
    (1) Part 1: Advanced Portability and Conversions - CIS II COURSE
    (2) Beneficiary Options for 2020 Deaths and Beyond

  • 2:30 - 3:45 pm ET : Concurrent Sessions with Break
    (1) Part 2: Advanced Portability and Conversions - CIS II COURSE
    (2) QRP Legal Issues

  • 4:00 - 4:45 pm ET: Voice of the Client

Ascensus - VIRTUAL COMPLIANCE SUMMIT 2020

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