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
Follow Now

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

2125 ratings

Excellent

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Average

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KM

Kelsey Mason, Staff Accountant
5 rating rating rating rating rating

One of the best webinars on MyCPE! Concise, organized, and informative. Also, a very interesting topic and the speaker did a great job to explain concepts and keep the audience engaged.

HC

Heather Corriveau, Senior Manager
5 rating rating rating rating rating

Great course! Super presenter. Plan to take more sessions from Drew. Thank you! May be all things many of us know, but refreshers are definitely needed every now and then. Thanks!

PP

Patricia Poplau, Staff or Senior
5 rating rating rating rating rating

Excellent coverage of a difficult topic

JK

Junko Kanda, Senior Manager
5 rating rating rating rating rating

Great course!

MM

Michael Magee, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Love listening to Drew. While the course is a bit rudimentary for most tax professionals, it is a great course to take to poke many into financial planning and a great checklist of items to consider.

SN

Steven Neuhauser, Tax Manager
4 rating rating rating rating

none

ES

Eduardo Santaella, Auditor
5 rating rating rating rating rating

Love this topics! Personal finances is not something that everyone speaks

CU

Christina Urban, Tax Manager
5 rating rating rating rating rating

Good speaker that gives easy to understand examples

CA

cynthia anderson, Owner
5 rating rating rating rating rating

another great presentation

RJ

Ruthven Jack,
5 rating rating rating rating rating

Engaging in this course has been rewarding. It reinforced concepts and gave new insights.

MG

Michael Galvin, CFO/Controller
5 rating rating rating rating rating

This is my first course with myCPE and have found the video and audio to be of the highest quality. Keep up the great work!

SC

Stephen Cribley, Other(s)
5 rating rating rating rating rating

Drew is a great speaker and is my first introduction on how to use AI for helping with client investment management. I appreciate the ideas and will continue researching more from here. It is a great beginning for me.

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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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