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

Gain insights into their journey, expertise, and professional impact.

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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CC

Cheng Chen, Auditor
5 rating rating rating rating rating

Great course.

CH

Christian Harrison,
4 rating rating rating rating

The content was good, but lots of typos in the presentation/shared documents.

MB

Mary Beets, Advisor
5 rating rating rating rating rating

great

SP

STEVEN PUGSLEY, CFO/Controller
5 rating rating rating rating rating

Great course overall

LR

Lynda RamirezBlust, Owner
2 rating rating

45 minutes into the webinar, the presenter finally got to alternative investments like cryptocurrency, real estate, and opportunity zones. At that point there's barely enough time to scratch the surface let alone do a deep-dive. Clearly the presenter is knowledgeable and skilled as a presenter but the course title and description led me to think I was going to learn something completely different than what he taught. The actual content is great for a novice investor but not a seasoned investor or CPA who's been in practice for some time.

SA

Shivangi Agrawal, Director (Tax)
5 rating rating rating rating rating

GOOD

JH

Jim Houlihan, Partner
4 rating rating rating rating

Great course!

KO

Kristina Odom, Specialist
5 rating rating rating rating rating

Great course

SE

Steven Elliston, Staff or Senior
5 rating rating rating rating rating

Great CPE, is very informative and is an important thing to consider. Very glad this was made.

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.

AB

Amy Berguson, Owner
3 rating rating rating

Good information but very repetitive

SH

Shelby Heinrich, Staff or Senior
3 rating rating rating

The presentation related to all aspects of when or why a person would utilize life insurance. Feel like the title should not include reference to "in retirement". The majority of the presentation did not relate to retirement strategy.

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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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