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

750 ratings

Excellent

Very Good

Average

Poor

WB

William Barnett, Enrolled Agent & CEO
5 rating rating rating rating rating

Course is for a subject that doesn't come up too much. But, since there was a big change in the law, it was needed.

DM

David Murray, Vice President
2 rating rating

The flow of information could be improved.

ED

Erik Domino, Owner
4 rating rating rating rating

This webinar was a good overview retirement plan distributions and the changes resulting from Secure Act and Secure 2.0.

EA

Elizabeth Angle, Staff or Senior
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

CW

Carol White, Owner
4 rating rating rating rating

Thank you!

CO

CHUKS OKOLI, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Clarity of Roth, well explained

KS

Kathy Salvia, Principal
4 rating rating rating rating

A lot of information was shared very quickly, it was a little hard to keep up and I may watch the video again later.

JM

janice maynard, Bookkeeper
4 rating rating rating rating

This class is for experienced people. I found the class a little over my head

JR

Joseph Redd, Specialist
5 rating rating rating rating rating

Very detailed

Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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