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American Portfolios Financial Services Inc.

American Portfolios Financial Services Inc.

Privately Held Independent Broker/Dealer Servicing Investment Professionals

  • Financial Services
  • 51-200 employees
  • Holbrook, New York
  • 2.1k
  • 516-783-9540

Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

  • Retirement Plan and Investment Consulting
  • 401k, 403b, ERISA fiduciaries
  • financial services
  • broker/dealer
  • independent broker/dealer

4.7

(176)
76%
22%
3%
0%
0%

MS

excellent topic, could have been 2 hours, not 1

DR

I really found this class very helpful, since the instructor explained the subject very well.

LM

Hot Topic!

JD

This presentation was a great summary for some strategies and mistakes when investing in the stock market. The common sense advice was presented in an interesting and informative manner.

SW

n/a

KS

Good personal experiences shared

MK

N/A

BK

good

AR

It was wonderful

HN

myCPE is great

VA

I learned a lot especially about the spousal information.

RR

Great stuff !

SR

Great overview of the social security program and how your payout can be effected by any number of scenarios. Seems like something that should be recommended to everyone, regardless of your profession.

HN

myCPE is great

MZ

great seminar

MB

good information

CH

Very well presented and informative.

MM

Great presentation and useful info.

CM

Excellent speaker, if a bit dogmatic. Well done presentation in an hour.

CP

Thorough webinar with good examples.

KN

very useful information

MS

Great

KM

Fantastic presentation! Content was great, and well explained.

EW

excellent examples well organized

AA

Great information shared!

AS

-

MG

Easy to understand & well organized presentation.

SHF

Daniel was great and the the webinar was informative and very professional.

BK

Informative webinar with SS examples and information.

MW

Great overview!

MM

Outstanding presentation and information.

DR

Great class.

MM

The webinar answered several of my questions and gave me some new ideas.

JP

Good.

KL

Great coverage of surviving spouse and divorced spouse coverage!!!!

KM

Excellent presentation

ML

Would like more seminars on social security and medicare

SB

This was an excellent course. It gave me a lot more insight into the structure and rules of social security.

SMA

Such relevant information for all. Well done!

DP

Dan's passion for helping folks in making well informed and strategically important decisions regarding social security was evident in his class. This was well worth my time.

JB

Great information. Easy to follow

AC

great seminar

NL

It’s a must! Great information for your clients.

SC

This was a very informative webinar with a lot of great information.

JB

I learned a lot in this Webinar that are applicable both professionally and personally. I will recommend this Webinar to my colleagues.

JHK

Excellent Webinar . Would like to see more on Social security.

MG

Incredibly relevant.

CB

Based on the material, I think this topic for this speaker needed more time. The speaker gave great additional stories. He seemed during the session rushed in his presentation, The speaker was very good. Perhaps this should have been done in a 2 hour format to accommodate all these factors.

LW

Need to see more about social security

DD

Very informative. Instructor gave compelling reasons to delay start of social security benefits.

RP

Informative, covered a lot of ground in 1 hour.

KM

Great topic & examples - could use more time for the material and Q&A

AV

Very good information. Great webinar.

DS

All good thank you

CH

good

AB

This is a great course!

KA

I enjoyed the webinar and the break even Calculation was very helpful.

WZ

Thank you!

MP

Overall the instructor was great. He had informative slides and provided us with real life examples of fraud cases.

MB

great

DF

This instructor was extremely effective. His knowledge was clearly presented and his handouts were super.

NS

Very engaging topic!

NH

Very informative and great examples

AD

Great!

PC

The webinar is informative and helpful. It will be great if the presenter has a little more time. The material is highly organized and the examples are good which we can use as references. A big thank you to you all! Happy New Year!

BB

Thanks!

SD

great

SD

great

MV

Great presentation

TD

good

JH

Great summary. Instructor did great job lowing through and not being distracted by tangential info. Some of your instructors act ADHD and seem to forget they have an hour on a particular topic.

AK

Very useful and well prepared presentation.

LG

Great informational class!

KM

Very informative webinar.

JC

Daniel knows SS inside and out.

TK

Great experience!

MM

Great

HK

I wish there was little more of tax related issues.

LS

Great

VS

Excellent Course.

TA

Very useful - both professionally and personally.

TP

I think the class was great and very informative. I learn a lot that will help me professionally and personally. Great job.

JC

Great topic. Would attend more like it.

JC

Great topic. Would attend more like it.

RB

Good presentation.

AM

Direct and clear.

YR

Very helpful strategies. Thank you!

JH

Great topic for everyone! Presenter makes topic easily understandable and good examples!

MS

Excellent presentation.

KI

Informative

PM

It would have been better if the instructor had a little more time to present this material. He seemed rushed for time.

AH

Great answers to questions about social security benefits.

DL

Great webinar!

RC

The program was very insightful.

AB

This was a great presentation!

SG

it went well

LC

He had LOTS of distracting noises going on throughout the webinar.

TS

Sooo relevant

EH

A fantastic webinar that every tax professional should attend.

MG

Very informative!

CW

This was a great webinar, I would highly recommend it to anyone who wants some helpful tips to guide their clients who have questions about Social Security. Really informative.

JR

Highly value program

TA

Will use this information for my own personal retirement planning.

CG

Great!

AG

Very informative seminar!

DK

I got good knowledges for myself and my clients.

RR

Outstanding

GS

learned lots

DG

How do I get a copy of presentation?

RC

great thank you

MC

thank you

JW

thank you

PWF

LOVED the Trump graphic!!!

LB

Excellent overview!

PL

I did not take this course to earn CPE; rather, I wanted to gain personal knowledge about social security as I had hoped to retire early. This was an extremely helpful webinar. It was not only informative, it was actually very interesting. Mr. Mazzola was very knowledgeable and presented the material in a manner that easily kept my attention. I expected a dry, boring presentation, but this was not the case here! Thank you so much.

MP

I learned so many new things about SS!!! He is an expert!

DN

Excellent speaker!! Stayed on topic, great insights, well-paced, and allowed time to answer questions.

JC

tyvm

AA

Many thanks for my-cpe.com really 5 stars achievement and mission statement.

RT

Overall it was very informative and presenter did a nice job.

MB

excellent

NM

Awesome relevant speaker

TR

Excellent presentation. Extremely informative.

DF

First class through my-CPE...very nice platform

LK

great presentation

RN

NA

CE

good

CE

Definitely 5 stars from my end. I would love to have more time on the subject to gain even more knowledge. The instructor had provided great suggestions for advisory services.

JG

Highly recommended. Excellent content and presentation. Very valuable presentation, both personally and as a strategic revenue opportunity.

NG

I learned a great deal and will be contacting the speaker for help in the future.

KH

The webinar helped in understanding various nuances of Social Security, especially the complexities and considerations needed for spousal benefits and strategies. I appreciate the way topics were structured, presented and time allotted to each topic.

NJ

Fabulous sound & picture... easy to log-in and the fact that this webinars like many other webinars on this platform, was FREE. The Streaming was good and smooth. Thank you myCPE for the wonderful experience.

GS

Excellent Webinar clearly explaining important information to understand about Social Security Benefits. As CPA's we are frequently asked by clients about when and how to claim their social security benefits. This is a must attend webinar for all CPA's!

PC

The instructor was interesting and stayed focused on the most important take-aways for viewers. His advice is solid.

JM

good exposure. thanks.

BW

It may be something new with Zoom; had trouble clicking on the polling; appears to be related to screen sharing and full screen.

SS

Good information presented. I would consider making the course 1.5 hours to allow the presenter to expand on the topics a little more.

TB

good resource

RR

I'm grateful for one CPE hour here, but the instructor had to go through everything so quickly. It was really four hours of instruction to do this properly.

LS

very helpful

LS

very helpful

KS

Instructor went a little too fast for me to be able to take notes. Fortunately everything he covered was in the handouts.

DC

Great presentation & very useful info for retirement planning.

KK

Informative, information everyone should have

DL

n/a

CB

The pace was too fast and much was not covered due to time constraint. Extend the course to 1.5

SR

I plan to use this information in my personal life.

HT

great speaker and slides

KH

I wish more time was allocated so he could have explained in more detail

LM

Good Seminar

JB

It was a good seminar on Social security. We needed more time to dig deeper into scenarios of what people face in retirement. A 2 hour seminar to cover more would be great.

AL

detailed info on ss benefits

SC

good

PS

Excellent

BK

Very good class, could have gone for 2hr's.

RF

Good webinar on a topic that impacts us all.

MW

good to review marital benefits

MK

Good presentation

FE

It seemed that there were some random pages missing from the handouts.

GD

Good webinar

GC

Instructor was very knowledgeable about subject. Wish this would have been a little longer for more discussion.

PW

Great

RC

none

KK

good

TJ

was informative, i'm personally a little early to think about it but was insightful for forward planning

KK

good

CWB

Good

PC

Thank you.

SC

4

TF

Would not allow me to mark anything other than strongly agree.

GMJ

thank you!

LD

Instructor spoke too fast and seem to rush through to get as much as possible in the allotted time....I would make the class longer and slow down and include answering the questions asked on the slide topic currently on. This is supposed to be interactive...but no questions were answered during the class - so it really isn't interactive

NB

While I acknowledge that the info provided is relevant and potentially beneficial for myself and my tax clients, I would have liked to have been able to assimilate the info at a slower rate. Terms and concepts were presented and moved on from so quickly that I do not feel I really understand them. Please either allow for a longer class so time can be spent fully explaining concepts or introduce a "beginner's guide to Social Security" to enable a grounding in the basics concepts which was needed to understand much of what was presented in this class.

CW

I COULD NOT HEAR THE INSTRUCTOR

MWA

Informative.

NG

75%

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