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
Follow Now

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

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MM

Megan McDonald, Owner
5 rating rating rating rating rating

Clear overview of the mega backdoor Roth

ML

Megan lanzarotta, Finance Controller
4 rating rating rating rating

Good information, audio / engagement could be improved

LM

Linda Mathieu, Owner
4 rating rating rating rating

Steve was somewhat boring, but the information was good.

RC

Ryan Chabus, CFO/Controller
5 rating rating rating rating rating

Great content - user friendly experience.

PG

Pinar Guvenir, CFO/Controller
3 rating rating rating

He doesn't walk you thru calculations He goes thru them so quick that it is hard to follow It would have been nice, first he went over concepts and walk thru them one by one

GK

Grace Kvantas,
5 rating rating rating rating rating

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

SL

SANDRA LAWES, Owner
5 rating rating rating rating rating

Very good.

TP

Tracy Penneau, Manager
4 rating rating rating rating

Very informative

LS

LEE SHEDROFF, Registered Preparer
4 rating rating rating rating

There were a few items that indicated that this webinar was not live "after 2023 which is next year". He could have been referring to 2024 filing season which is 2025. But there were a few other statements that can be taken as the presenter talking in 2023.

JS

JOHN SKOUBERDIS, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Very informative seminar. Many issues that most accountant's don't know about and should refer their clients to divorce attorney's

DH

Dawn Hunter, Owner
2 rating rating

not the best module - maybe subject matter and way presented

AS

Annette Siders, Owner
3 rating rating rating

I have always used another form of classes (all online with no video) so there is a bit of a learning curve in the beginning. I began by reading the material and making notes then I watched the video as instructed. Very time consuming so I will adjust my process for the next class.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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