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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  • Specialized knowledge across core and emerging topics
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Reviews and Ratings

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out of 5

721 ratings

Excellent

Very Good

Average

Poor

VP

vishal pandya, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Good

LG

Lori Gerking, Certified Public Accountant (CPA)
3 rating rating rating

Slides were weak - a lot of the slides did not have the information (numbers, %'s, etc) that the speaker was referring to.

JK

James Karchner, Senior Advisor
5 rating rating rating rating rating

Comprehensive overview of distributions from IRA's and other retirement related accounts. Well worth watching!

WS

wallace safarik, Advisor
5 rating rating rating rating rating

good

RS

Ramanik P. Shah, CPA, Chairman
4 rating rating rating rating

Really it was worth attending with my staff, very good learning expeience. Thanks for the webinar, very educational.

BC

Ben Cook,
4 rating rating rating rating

I am only preparing small uncomplicated family member tax returns. Retired from government auditing, VHA, IRS, and National Guard Bureau.

NR

Nicole Reimer, Staff Accountant
5 rating rating rating rating rating

d

PF

Paul Fried, Principal
5 rating rating rating rating rating

WORTHWHILE

CH

Christopher Happel, President
4 rating rating rating rating

Great info, but slides and topics could be organized for better future reference.

JE

Jennifer English, President
3 rating rating rating

The instructor was very boring and hard to listen to

SS

Steven Scruggs, Certified Public Accountant (CPA)
5 rating rating rating rating rating

The topic was timely and well presented.

LJ

Lauren Johnston, Human Resources
2 rating rating

The instructor bounced around on subjects and didn't clearly explain calculations. The slides were not detailed enough. Instructor stated many figures that were not on the slide.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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