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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
Very Good
Average
Poor
JR
Good presenter skills but so many mistakes.
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.
DF
Good experience
RK
Excellent planning strategies with many relevant examples.
BM
Very informative presentation
CC
It is very basic and informative.
EC
Very interesting!
TR
This presenter always has spot-on advice that is easy to follow. I enjoy his presentations!
RN
This seminar did a great job of identifying what cost of long term care are and will be as well as the many different ways there are to protect yourself from the potential financial problems.
AS
Excellent instructor
DS
Since I'm a tax CPA and not a Financial Advisor, I don't often give retirement advice, but it is nice to be knowledgeable of the subject in case clients do ask. (I do see poor investment decisions made by clients).
AG
There were some great points made and useful information for understanding the importance of and how to set up an estate plan or trust!
Drew Stevens | CSA, CFF
Stevens Performance
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