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

2123 ratings

Excellent

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Average

Poor

JM

Jennifer Meyer, Staff or Senior
4 rating rating rating rating

I had trouble getting kicked out of the CPE and having to restart multiple times.

AL

Anna Lacher,
4 rating rating rating rating

Very well put together presentation. Key points without taking up too much time.

KL

Katherine Long, Auditor
4 rating rating rating rating

Very clear view on the changes. Was a little unclear on all top 10 tax provisions since they weren't listed out together or numbered. But other than that, great presentation!

LH

Lori Hertenstein, Owner
5 rating rating rating rating rating

I felt that Drew Stevens was very informative, down to earth and explained the items very well.

SS

Stephen Sacco, Owner
4 rating rating rating rating

This was a very good overview of the tax impact of the BBB. One comment about the presenter - in discussing the estate tax exemption, he said several times that it applies to people “making over $15 million”; it actually applies to the total value of a person’s estate.

KA

Kimberly Arriola,
5 rating rating rating rating rating

5

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

MK

Miriam Katzenstein,
5 rating rating rating rating rating

great

MS

Michael Seifert, Owner
5 rating rating rating rating rating

Thanks

JF

Janice Felger, Tax Manager
5 rating rating rating rating rating

Great. Thanks!

KV

Karoly Varga,
5 rating rating rating rating rating

It was awesome

FC

Frank Chan, Owner
5 rating rating rating rating rating

Enjoyed the presentation learned few new items.

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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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