MYCPE ONE
Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

  • Stephen Abramson, President and co-founder of APS Pension & Financial Services, has guided closely held businesses in pension design, succession, and wealth planning since 1977. He also leads APS Wealth Management, a trusted RIA for retirement plan client
  • A Cornell grad and CLU, CPC, and ChFC designee, Steve is a seasoned author and educator. He’s taught CPAs for 35+ years, published multiple books on retirement plans, and is updating his 8th edition of Advisor’s Guide to Qualified Plans for today’s profes
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40+

Years of Experience

4.3/5

Average Rating

83%

Avg. Completion Rate

120+

Number of Courses
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Reviews and Ratings

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out of 5

721 ratings

Excellent

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Average

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RW

R E Walck, Partner
2 rating rating

This was a pretty boring session overall. I don't need someone to read the slides to me - I can do that for myself. Nor do I need three examples of how to calculate whether two dates are more or less than ten years apart.

JH

James Hanson, Others
3 rating rating rating

Technical issues impacted the quality of the programming.

AR

ANDREW ROBERTSON, CFO/Controller
4 rating rating rating rating

Was a great overview. I think the question on the forfeitures is worded really poorly on the final exam.

PP

Patricia Poplau, Staff or Senior
5 rating rating rating rating rating

Very interesting

SS

Stacey Stephens, Owner
5 rating rating rating rating rating

Alot of information- educational

MM

Martha Muro Ramirez, Other(s)
5 rating rating rating rating rating

Thank you for being a very efficient to explain, you guy are my favorite instructors.

KL

Kevin Lamey, CFO/Controller
3 rating rating rating

Instructor was very dry and I had a very hard time following the subject matter he was speaking about

DN

Danyan Ni, Registered Preparer
3 rating rating rating

I was expecting an overview for the differences between retirement plans, not all on compliances. I guess I didn't sign up for the correct one

CF

Chrishanthi Fernandopulle, Manager
5 rating rating rating rating rating

This course met my expectations, thank you

PL

Pearline R. Lewis, Others
5 rating rating rating rating rating

Instructor was fantastic, very knowledgable, and I would take any of his classes.

MM

margaret mcdonnell, Owner
4 rating rating rating rating

tough topic to cover. instructor did a reasonably good job. not much room for personal stories or experiences....

RP

Rosalie Priory, Registered Preparer
5 rating rating rating rating rating

I feel I needed more time on this topic.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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