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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GK

Grace Kvantas, Partner
4 rating rating rating rating

Slightly dry delivery, but great info for any financial advisor to know

TP

Tracy Penneau, Manager
4 rating rating rating rating

Very informative

LL

Les les@fredericktaxcpa.com, Owner
5 rating rating rating rating rating

Detailed presentation but good. Presenter comments helped with the complexity.

MS

Mark Safran, Owner
4 rating rating rating rating

Good course.

CW

Colleen Windham,
4 rating rating rating rating

This course was efficient and focused on 401ks, which is a topic that's hard to find in CPE web providers.

KL

Kimberly Lindquist,
4 rating rating rating rating

I suppose this course may be more appropriate for CPAs than, someone like myself, who is a tax professional - but I learning a lot.

MG

Marjorie Gifford, Owner
4 rating rating rating rating

I don't adjust employer 401K plans and am not involved in figuring maximum contributions to BACKDOOR Roth IRA plans. Yet, I needed to know what they are just in case I get a client who wants to get more into a Roth IRA than he/she is otherwise OK to do so.

JG

James Goober,, Owner
5 rating rating rating rating rating

N/A

MM

Matthew Morrone, Tax Advisor
4 rating rating rating rating

A lot of detail.

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!

GK

Grace Kvantas,
5 rating rating rating rating rating

Good information, delivery, and visuals. The examples were helpful.

CM

Catherine Martin, Owner
3 rating rating rating

A lot of good information provided. The speaker is very dry and the slides are very basic. More creativity in the presentation would really enhance it!

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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