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
In the Spotlight

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  • Recognized industry experts
  • Timely insights on trends and regulations
  • Specialized knowledge across core and emerging topics
  • Experience-backed thought leadership

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Reviews and Ratings

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out of 5

721 ratings

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LS

Lori Shady,
5 rating rating rating rating rating

The course information and time was great for the topic. Speaker was very knowledgeable.

KH

Keith Haskell, Owner
4 rating rating rating rating

Instructor very knowledgeable on the subject matter

LS

Lori Shady, Tax Manager
4 rating rating rating rating

The course provided a great summary and the instructor was very knowledgeable.

KL

KENNETH LINDOW, Chief Executive Officer (CEO)
5 rating rating rating rating rating

I found the course to be very informative and gave me no information that I can use in the future.

RM

Ronald Meldonian, Owner
5 rating rating rating rating rating

Presentation by Mr. Abramson on RMDs was excellent, which included clear examples of various distribution scenarios.

CT

Christopher Tomasino, Owner
5 rating rating rating rating rating

EXCELLENT COURSE

SP

Sagar Patel, Principal
5 rating rating rating rating rating

Overall Good

BS

Brenda Spears, Manager
5 rating rating rating rating rating

ok

CL

Clarence Light, Owner
4 rating rating rating rating

I’m new to My-CPE, but I like it so far. The classes have all been quality with great instructors.

AC

Annie Chung-Wong, Staff Accountant
5 rating rating rating rating rating

great seminar

SH

Steven Hargreaves, Partner
5 rating rating rating rating rating

Very technical class, filling in the authority(ies) for various tax cutoffs/requirements for the mega backdoor ROTH vehicle.

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.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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