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

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LM

Larry Morrison, Owner
3 rating rating rating

There is no question the Instructor knew his subject, but his monotone and lifeless delivery put me to sleep. And, right after Poll #5 this class was ended by the Moderator abruptly and early. There was none of the typical wrap-up talk. Not complaining, just very odd.

JS

JENNIFER STEFFY, Registered Preparer
4 rating rating rating rating

Good presenter on the topic, glad for the update.

KC

Kay Chaney, Certified Public Accountant (CPA)
5 rating rating rating rating rating

tks

SM

Suzanne Mann, Owner
5 rating rating rating rating rating

Class was very interesting and to the point.

MM

Megan McDonald, Owner
5 rating rating rating rating rating

Clear overview of the mega backdoor Roth

MS

Marcia Slutz, Human Resources
4 rating rating rating rating

The presenters presentation was a little confusing to follow.

MS

Marvin Siegel, Shareholder
4 rating rating rating rating

Presenter very knowledgeable. I learned alot from his presentation.

JS

Joyce Salizzoni, Shareholder
4 rating rating rating rating

Watching on demand I did not have access to PPT. Also, instructor slides were too general. Majority of the elements discussed were all verbal and not captured in slide format.

MG

marlene gin, Others
4 rating rating rating rating

Good knowledgeable presenter & slides with plenty of useful info.

LM

Larry Morrison, Owner
4 rating rating rating rating

Very information dense, but it was new info on a topic where I needed new knowledge, so I got what i needed.

NC

Nancy Corte, Owner
5 rating rating rating rating rating

Great

SG

Solomon Grosinger, Owner
5 rating rating rating rating rating

Great

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
Every question holds a universe waiting to be explored!
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