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

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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

2124 ratings

Excellent

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Average

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FN

Frank Noto, Owner
4 rating rating rating rating

Excellent overview. Thanks.

KF

Kellie Flanagan,
4 rating rating rating rating

Very helpful overview

BM

Billy Moore, Member
5 rating rating rating rating rating

Very informative and helpful!

KI

Katherine Iles, Finance Manager
5 rating rating rating rating rating

Informative presentation.

NS

Natalea Simmons, Managing Director
3 rating rating rating

very high level estate planning benefits

MM

margaret mcdonnell, Owner
3 rating rating rating

question 5 was missing a word - had to guess what it was. question regarding who controls the assets in a revocable trust - I assume the answer you were looking for was "trustee", but in a revocable trust the grantor retains the right to control the assets, so both answers are correct

AM

Alex Madlener, Owner
4 rating rating rating rating

very good

JA

JAMES A DITMARS, Owner
5 rating rating rating rating rating

GOOD COURSE I LEARNED QUITE A BIT NEW.

HP

Harsh Panchal, Senior Associate
3 rating rating rating

Good

CE

Carl Ehmann, Advisor
5 rating rating rating rating rating

great

MS

Michael Sowa, Manager
5 rating rating rating rating rating

Disability Insurance should be a top priority for working individuals to help pay for expenses due to illiness or accident. This topic should be discussed with all clients in order to have a working plan due to illness.

MB

Mary Beets, Advisor
5 rating rating rating rating rating

great

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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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