Learn - Comply - Certify - All Year.
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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
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AM
Simple concepts not very complicated to understand.
CB
I think the tax savings tips could have been more significant.
JS
Good things to know as I am aging
BK
Enjoyed the analysis on the current state of affairs.
TN
Great presentation, makes me want to learn more.
RK
It was great knowing HNI strategies to preserve their wealth
EH
Good material. I question some of presenters macroeconomic theories.
NA
As expected for continuing education...liked a couple of the examples!
TB
Great content
RB
Great course!
EA
Thank you.
DK
The presenter is knowledgeable and has different scenarios on when to take Social Security, do Roth conversions and when to draw down on the taxable retirement plans.
Drew Stevens | CSA, CFF
Stevens Performance
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