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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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FC
Great overview!
SR
Informative and helpful.
CK
Very informative webinar.
RQ
Good overview.
MR
Drew is great and his lessons are comprehensive and understandable
MO
Overall great speaker and was able to convey complex retirement planning in a very easy to understand format.
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.
VV
Effective retirement tax planning focuses on coordinating Social Security timing, Roth conversions, HSA utilization, and tax-efficient withdrawal sequencing to minimize lifetime tax liability and maximize after-tax income.
BK
Enjoyed the analysis on the current state of affairs.
MS
Great.
AB
Important information for all families, from a knowledgeable, experienced professional.
RS
Good course.
Drew Stevens | CSA, CFF
Stevens Performance
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