MYCPE ONE
Drew Stevens | CSA, CFF

Drew Stevens | CSA, CFF

  • For 40+ years, I’ve helped retirees, business owners, and HNW individuals turn confusion into clarity. As a fiduciary and certified expert in Social Security & IRMAA, I deliver tax-smart retirement income strategies to ensure you never run out of money.
  • Award-winning educator, bestselling author of 15 books, and trusted voice in retirement planning. I provide personalized guidance on IRMAA, Medicare, taxes, investments, and legacy planning—making your retirement stress-free, secure, and financially sound
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40+

Years of Experience

4.6/5

Average Rating

87%

Avg. Completion Rate

150+

Number of Courses
In the Spotlight

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Here’s what MYCPE ONE speakers bring to the table
  • Recognized industry experts
  • Timely insights on trends and regulations
  • Specialized knowledge across core and emerging topics
  • Experience-backed thought leadership

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

2237 ratings

Excellent

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Average

Poor

SP

Sid Packer, Owner
5 rating rating rating rating rating

I learn something new every course I take. It was never mentioned (or I missed it) that if you take deferred income, it raises your AGI and may result in more of your SS being taxable up to 85% of it. Also, if AGI is too high, medicare premiums may increase the subsequest year.

MB

Murari Basnet, Staff Accountant
3 rating rating rating

Thanks

AW

Anthony Williams, Others
4 rating rating rating rating

Informative

SM

Steven Mitchell, Owner
4 rating rating rating rating

Touched on an area that I need to work on. Communication with existing customers and re-visiting to update their profiles.

RM

Regina Meir, CFO/Controller
5 rating rating rating rating rating

was informative, learned some new things I that are helpful to know in my work.

HK

Heidi Kontny,
5 rating rating rating rating rating

This was really good.

PN

Paul Nagel, Owner
5 rating rating rating rating rating

Informative

CW

Chia-Yen Wu, Owner
5 rating rating rating rating rating

Great presentation. The speaker listed out the pros, cons, myths, and mistakes of various types of annuities. Very useful. Thank you.

WD

William Darby,
5 rating rating rating rating rating

Interesting and informative video.

TI

Tammy Irrera, CFO/Controller
5 rating rating rating rating rating

This was an EXCELLENT presentation.

EP

Edward Pierini, Owner
3 rating rating rating

A little too basic of a course for most CPAs.

SO

STEVEN OFFILL, Senior Advisor
4 rating rating rating rating

fine

Drew Stevens | CSA, CFF

Drew Stevens | CSA, CFF

Stevens Performance

4.6
The more you learn, the more you realize how much you don’t know!
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