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

Gain insights into their journey, expertise, and professional impact.

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

2124 ratings

Excellent

Very Good

Average

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FM

Fiona Moore,
5 rating rating rating rating rating

Great high-level overview of investments.

KW

Kathleen White, Owner
4 rating rating rating rating

Good reminder to keep documentation up to date. I liked the stories to illustrate his point.

FG

Fengying Gu, Tax and Consulting
5 rating rating rating rating rating

A very nice update on estate and gift tax.

RK

Raju Kasula, Manager
4 rating rating rating rating

It was great knowing HNI strategies to preserve their wealth

KD

Kimberly Delaney, Registered Preparer
5 rating rating rating rating rating

Interesting topic and overview of Whole/Indexed life insurance as opposed to an IRA.

MW

Melissa Wyatt, Staff or Senior
5 rating rating rating rating rating

This course does not seem to cover anything I deal with. It was interesting but not valuable to me.

DR

DAVID RODRIGUEZ, Owner
5 rating rating rating rating rating

Presentation was easy to follow. Handouts and Key terms were very useful and assisted me when taking the quiz.

NJ

Neha Jadhav, Owner
5 rating rating rating rating rating

The course was very informative.

HM

HEATHER MCTAVISH, Owner
4 rating rating rating rating

great

NN

Noel Nolet, Certified Public Accountant (CPA)
5 rating rating rating rating rating

I have taken a number of courses from this instructor. He is very good and provides relevant information. His pace is perfect, meaning you won't get bored with too slow of a topic progression. He hits all the most important points and gives suggestions when you should seek more information from experts. Highly recommend.

MH

Mike Hendon, Director (Finance)
5 rating rating rating rating rating

This is my 2nd ondemand webinar with Drew Stevens and I look forward to many more. He's a fantastic presenter who lays out the information in an understandable way. I do find it helpful to have captioning on with him as he mentions very technical subjects that I research later. Really enjoyed the AI & Personal Finance webinar, bring on more AI webinars!

BB

BRENT BURROWS, CFO/Controller
4 rating rating rating rating

Good webinar and presentation

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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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