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Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

  • rating
  • rating
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  • rating
  • 4.5 / 5
  • Financial consultant (wealth accumulation)
  • Investment Planner.
  • Retirement income planning
  • Financial education and authorship

Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy. 


A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand: 

  • Effective Social Security coordination 
  • Retirement income strategies 
  • Wealth-building techniques 
  • Creating financial longevity and legacies 


Who Drew Really Is 

Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives. 

Financial Markets
PREMIUM
premium
Decoding Wall Street: A Beginner's Guide to Financial Markets
  • Feb 14, 02:30 PM ET
  • CPA (US)
  • CGMA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Legacy / Estate Planning - Retirement University Workshop 4
FREE
Legacy / Estate Planning - Retirement University Workshop 4
  • Feb 14, 03:30 PM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Social Security Strategies
PREMIUM
premium
Strategies in Social Security – Techniques and Tips to Optimize Your Distribution
  • Feb 17, 09:30 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Drew Stevens
PREMIUM
premium
Demystifying Securities: Your Guide to Investment Instruments
  • Feb 17, 09:30 AM ET
  • CPA (US)
  • CFA
  • CGMA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Financial Markets
PREMIUM
premium
Inside the Ticker Tape: How Financial Markets Really Work
  • Feb 17, 10:00 AM ET
  • CFP® (US)
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Medicare & Retirement
PREMIUM
premium
Medicare Foundations: Building Blocks for a Healthy Retirement
  • Feb 18, 09:30 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Top 4 Mistakes of Retirement Planning
PREMIUM
premium
Top 4 mistakes of Retirement Planning
  • Feb 18, 11:00 AM ET
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Social Security
PREMIUM
premium
Social Security for People under 40 – Is Social Security Something I need to think about?
  • Feb 19, 10:00 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Safe Harbor Rules
PREMIUM
premium
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
  • Feb 20, 11:00 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Converting IRAs
FREE
Converting IRAs to Indexed Universal Life Pros and Cons
  • Feb 20, 12:30 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Integrating Long-Term Care in your Retirement Planning
FREE
Integrating Long-Term Care in your Retirement Planning
  • Feb 21, 09:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Retirement Planning
PREMIUM
premium
Retire Right: Mastering the Art of Holistic Financial Planning
  • Feb 21, 11:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
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