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Meet The Speaker

Debbie Shipman, ERISA Analyst

Debbie Shipman is an ERISA Analyst with the ERISA department at Ascensus. Ms. Shipman conducts IRA 
training programs nationwide. Her expertise includes Traditional and Roth IRAs, Coverdell education 
savings accounts, health savings accounts, and SEP plans. She leads the analysis, design, development, 
implementation, and evaluation of Ascensus’ IRA workshops, HSA workshops, Virtual Compliance and 
Education Summit; and Ascend curriculums, as well as in-house training programs. Ms. Shipman also lends her expertise to the distance learning curriculums, including webinars, IRA University, HSA University, and IRA Essentials OnDemand.