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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.
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WL
Good materials and solid instructor. Some advice completely misses the mark. A blanket defer your benefit is presented in a way that is so misleading. The bulk of the increase recd from deferral is the money you would have recd collecting at an earlier date. If you are of means, it is unlikely you will ever get a benefit for the balance of your life so take the money and run may be a far better strategy. Feels like a lot of bias in this presentation.
PM
This was a fair seminar. It was informative but it didn't give as much material that could be used - it was more like the instructor told us everything we know, but not everything he knows. I'm not sure, but perhaps it was the limited two hour. This would make a better four hour seminar, and maybe the instructor could have taught more, instead of just discussing before and after situations. Some test questions couldn't be answered from the materials.
JW
great information.
JO
I enjoyed the course and found it valuable.
BB
Very knowledgeable instructor
JM
very usefull course
TB
Great instructor, but final exam was not based on the course. It was based on the handout.
YD
I like his positive comments about current circumstances
GW
Course was very informative.
JW
Great information for the future.
DK
A good overview of different investment strategies for Higher Net worth clients.
SW
Presenter was engaging and interesting. However, he spoke so fast that he sometimes mis-spoke because it was like he was getting ahead of himself. In addition, the info seemed so high level and general to not be particularly useful to my practice although it was helpful just to have the OBBB big picture stuff reiterated because it is so new.
Drew Stevens | CSA, CFF
Stevens Performance
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