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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
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TA
Thank you for the presentation.
SM
Excellent review of why and how to approach/show clients to establish professional and fiduciary responsibilities that can encourage clients to take action.
KS
The instructor and materials were excellent. I wished that the slide deck were provided to students as I was not able to take notes fast enough before the instructor moved to the next slide. Overall, it was excellent.
MR
I miss understood what this course would cover. Would like to understand the workings of an annuity
SL
He has an overall focus on customer satisfaction and presents in a way that is very helpful for we CPAs to help our clients.
RB
Good planning ideas. Shows the need to ask for help even if you think you don't need it.
BB
Good information and good presenter!
RK
Excellent planning strategies with many relevant examples.
NJ
wonderful class
MS
Short and crisp.
SA
Excellent course with very insightful strategies to consired for helping clients shelter and preserve their wealth.
JW
good information
Drew Stevens | CSA, CFF
Stevens Performance
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