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

Poor

WT

Wayne Tront, Accounting Manager
3 rating rating rating

just OK

JE

Jennifer English, President
3 rating rating rating

The instructor was very boring and hard to listen to

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.

SW

Stephani Wagenschein, Certified Public Accountant (CPA)
3 rating rating rating

Good training, but I think I need to review it again to retain more of the information. I took away some key points, but don't yet have a firm understanding of the concepts presented. More visuals or reference examples would be helpful.

JH

Jerry Hoover, Owner
5 rating rating rating rating rating

I was very impressed with this course. It covered the key elements of the complex area of tax practice

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.

MM

Megan McDonald, Owner
5 rating rating rating rating rating

Clear overview of the mega backdoor Roth

PP

Peter Parlapiano, Principal
4 rating rating rating rating

Instructor should have focused more on the concepts of QDRO's and less on the calculations given most people are taking this as an introduction to QDRO's.

CW

Candice Walker-Reynolds, Advisor
4 rating rating rating rating

class was fine

TB

Tracy Bunner, Owner
4 rating rating rating rating

The course was informative.

SW

Sharon Wagner, Manager
4 rating rating rating rating

interesting topic that I was unaware of.

RS

Richard Searle, Principal
4 rating rating rating rating

Good way to learn material on my schedule

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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