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40+
Years of Experience4.6/5
Average Rating87%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
SP
Good
DA
good instructor, good content
GH
Very good program. The instructor was very knowledgeable and clear.
OG
I enjoyed Drew's presentation and will look for more courses from this instructor.
LE
Great CPE
SR
Good advice.
VS
Great
EH
A good class on various wealth preservation techniques for high net worth individuals.
VV
This course provided valuable insights into managing retirement portfolios during periods of market volatility and understanding the impact of changing tax policies on retirement planning. It emphasized strategies to improve portfolio resilience, mitigate risk, and optimize tax-efficient retirement income.
FS
Excellent
SA
The Presenter did an excellent job providing guidance and strategies to help High Net Worth clients to minimize their tax liability and increase their income. As a tax professional, it was helpful to learn of ways to help these clients when many of the credits are not available because they exceed the income threshold.
DC
Relevant to my role as financial advisor.
Drew Stevens | CSA, CFF
Stevens Performance
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