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

2125 ratings

Excellent

Very Good

Average

Poor

PF

Peter Fornari, Owner
4 rating rating rating rating

Cpe webinar was informative

KE

Kris Emery, Financial Controller
5 rating rating rating rating rating

Great course by Drew as part of the "Retirement University Workshop' series. I would highly recommend this course and series. The need to consider the last phase of our life (past 60) can't be overstated.

BM

Billy Moore, Member
5 rating rating rating rating rating

Excellent Presentation

MM

Michael Magee, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Love listening to Drew. While the course is a bit rudimentary for most tax professionals, it is a great course to take to poke many into financial planning and a great checklist of items to consider.

SN

Steven Neuhauser, Tax Manager
4 rating rating rating rating

none

ST

Sandra Torre, Co-President
5 rating rating rating rating rating

Very informative. Thank you.

HB

Hristina Belokonska, Staff or Senior
5 rating rating rating rating rating

This course provided very useful and detailed information regarding how to plan for retirement. This is a very important topic and I would like to see more detailed webinars on that topic. Thank you.

AH

aziz hashim, Bookkeeper
5 rating rating rating rating rating

excellent

SH

Shelby Heinrich, Staff or Senior
3 rating rating rating

The presentation related to all aspects of when or why a person would utilize life insurance. Feel like the title should not include reference to "in retirement". The majority of the presentation did not relate to retirement strategy.

WB

William Barnett, Enrolled Agent & CEO
5 rating rating rating rating rating

Rather good starter course for the subject matter.

CA

Clint Adams, Owner
5 rating rating rating rating rating

I understand a lot about annuities and can relate. Very useful for intended purpose in financial planning engagement.

SP

Suzanne Paletti, CFO/Controller
5 rating rating rating rating rating

Thank you! This was VERY helpful!

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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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