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 tableKnowledge You Need, From Experts You Trust
Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources..webp-1782141055 "Financial Planning for Eldercare and Special Needs")
1 Credit
Dec 09, 02:30 PM EST
-1782758936.webp "Navigating Eldercare: Partnering with Geriatric Care Managers")
1 Credit
Dec 10, 11:30 AM EST
1 Credit
Dec 10, 02:30 PM EST
.webp-1782927993 "Special Needs Planning Tools: Comparing 529 ABLE Accounts and Pooled Trusts")
1 Credit
Dec 11, 10:00 AM EST
1 Credit
Dec 11, 02:30 PM EST
1 Credit
Dec 14, 10:00 AM EST
Discover ratings and feedback from learners who have gained valuable insights.
MS
Great
WB
Instructor was great!
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.
JY
Great speaker
CM
Great overview of requirements of an operating agreement.
HH
I learned a lot
SS
Great webinar, I enjoy this instructor, he tells it straight to the point.
CA
another great presentation
JK
Good topic.. presentation was general in nature which make it applicable to a wide variety of audiences.
JL
Thoroughly enjoyed, easy to listen to, on point.
LG
Great program
JL
A nice honest discussion about some of the risks in building a retirement portfolio. Some important considerations that individuals should consider when trying to accumulate and perserve your savings.
Drew Stevens | CSA, CFF
Stevens Performance
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