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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DR

David Romero, Principal
5 rating rating rating rating rating

Full of valuable information

MF

Marilyn Fisher, Owner
3 rating rating rating

It would have been great to have better detail on the handouts.

LM

Luvina Mac Dowell, Others
5 rating rating rating rating rating

Helpful information.

FS

Fabian Smith, President
5 rating rating rating rating rating

Overall it was a good session and I learned a lot about the subject.

KA

KATHRYN ASTBURY, Treasurer
5 rating rating rating rating rating

Always need to be knowledgeable of new issuances and how they impact businesses and their employees.

SM

sinduja Manickkavalli, Owner
4 rating rating rating rating

The seminar was very informative and the speaker was knowledgeable...

PS

Paul Saltzman, Advisor
5 rating rating rating rating rating

This was a topic I was not familiar with and the presenter did a good job of outlining the MEGA Roth with good slides and some examples. I always like to see real world examples being provided by the presenters. Really good presentation.

CE

Charlotte Edginton, Owner
5 rating rating rating rating rating

This class was very important to understand the discrimination rules and all the other factors that can disqualify a plan.

RP

Rosalie Priory, Registered Preparer
5 rating rating rating rating rating

I feel I needed more time on this topic.

LL

Lynnae Langmann, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Informative, detailed, well articulated presentation with helpful handouts/ slides. Thank you.

AH

Arthur Elliott Holman III, Owner
5 rating rating rating rating rating

Well-presented, very helpful information.

RD

Ron Dreese, Manager
4 rating rating rating rating

I thought the speaker presented very timely, accurate information.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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