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
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CE
great
KS
Drew covered all of the stated objectives and topics. It was just the right speed, it didn't feel rushed or too slow. The information was very helpful to my job.
KM
Great class!
KS
The topic is timely for the clients I am advising.
CM
The professor was easy to understand and the material was presented in a clear way.
BA
I really enjoy Drew's presentation style and clarity.
CM
The professor was easy to understand and the material was helpful.
VV
Investment vehicles differ in liquidity, tax treatment, and growth potential. Tax-efficient planning often combines taxable, tax-deferred, and tax-free accounts to improve flexibility, manage taxes, and support long-term financial goals.
CV
It was a good refresher for me. Didn't learn anything new but he presented very clearly. I wish there was less throat clearing though. Great voice for this stuff. Good examples. Wish it went one step further to show examples of asset location, etc.
JU
The instructor was very dynamic and engaging. I couldn't see the prompt questions but thankfully the instructor and staff accommodated for the technical issue. This led me to give the class an overall 5 stars.
KL
The instructor was knowledgeable on the topic and made a good effort to engage participants. The examples were helpful, but best of all was the instructor's willingness to respond promptly to questions. That is quite different from most instructors who only email a response later, making any additional discussion or add-on questions a challenge to obtain the answers.
WC
Great Overview...I want more...
Drew Stevens | CSA, CFF
Stevens Performance
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