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

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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

2237 ratings

Excellent

Very Good

Average

Poor

YD

Yuko DuBois, Owner
5 rating rating rating rating rating

I like his positive comments about current circumstances

MW

Mark Williams,
5 rating rating rating rating rating

I always enjoy Drew's courses and appreciate his practicality, wisdom and insight.

JO

Jessica Owens,
5 rating rating rating rating rating

This was a useful and insightful explanation I could easily share with my clients.

RD

Richard DeFrancesco,
5 rating rating rating rating rating

Good discussion topics and a reality based take on the market environment, takes the headlines out of the decision making process

MM

Marcia Mengarelli, Owner
5 rating rating rating rating rating

Great training. Popup questions have very small print with too much verbiage to read and accurately respond within a minute.

HS

HERBERT SCHECTMAN, Principal
4 rating rating rating rating

Great information for a complex subject

JW

John Williams, Owner
5 rating rating rating rating rating

Drew Stevens is one of the best presenters I have seen in your CPE. He is on point, easily understandable and his personal examples are great and enhance the learning experience.

JM

James Marner, Owner
5 rating rating rating rating rating

Outstanding overview of important changes!

WS

William Scott,
5 rating rating rating rating rating

Good info, clearly presented

MT

Michael Treinen,
5 rating rating rating rating rating

Great instructor and a fair test.

BK

Brian King, Assistant Manager
5 rating rating rating rating rating

Good information. Glad he qualified his comments by saying he is in the midwest. Coastal costs would be much higher.

MM

Michael Muchortow, Owner
5 rating rating rating rating rating

Provided a good overview of why LTC is important and some of the high costs associated with needing care at home or in a facility.

Drew Stevens | CSA, CFF

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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