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

750 ratings

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BB

BRENT BURROWS, Chief Financial Officer (CFO)
4 rating rating rating rating

Good information.

WF

William Fraser, President
4 rating rating rating rating

Good presentation of the rules for those of us who sponsor plans for our employees.

JR

Joseph Redd, Consultant
5 rating rating rating rating rating

Great Info

KG

Kelly Grimes,
4 rating rating rating rating

I believe more time needs to be allocated for this training as there is a lot to absorb especially if there is not a defined understanding on this topic. It still was a very good training though.

AB

Amy Bouchie, Owner
5 rating rating rating rating rating

I don’t believe one of my answers was wrong even though it was graded wrong. But I passed so it’s a non-issue I’ll confirm the information for my knowledge. This webinar was very good with lots of information

JA

Jacqueline Adams, Owner
5 rating rating rating rating rating

Very thorough given the time format. Instructor efectively outlined changes in halndling currrent distributions from previous rules. The handouts were helpful also.

LA

Lisa Adamsen, Accounting Manager
4 rating rating rating rating

good experience

AC

Andrea Childers, Manager
4 rating rating rating rating

Great presentation. Very informative. Presenter provided a lot of information in an easy-to-follow format.

KK

Keith Knabe, Owner
5 rating rating rating rating rating

Lots of items to go over on this new Secure Act (2.0) and the instructor knew the information well and it the 1.5 hour course went by fast. Lots to keep track of. This was part 1 of 2. I enjoyed the course.

EC

Erin Coe, Owner
5 rating rating rating rating rating

Great summary of the tables and I loved the specific examples given!

RK

Robert Kachurak, Owner
4 rating rating rating rating

This was a very informative webinar

JM

Jamie McNulty, Staff or Senior
4 rating rating rating rating

I wasn't able to progress through the quiz questions the day I took the training but was able to come back the next day and it worked just fine.

Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
Every question holds a universe waiting to be explored!
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