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

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BC

Brian Cleven, President
4 rating rating rating rating

Good, short seminar. A topic that should be reviewed more often!

MB

Mark Bruehl, CFO/Controller
4 rating rating rating rating

Excellent presentation. Easily understood slides and calculations.

MD

Michael Darany, Owner
4 rating rating rating rating

Some of the information was hard to pull out in terms of answering the questions posed

MV

Marianne Vaughn, Other(s)
4 rating rating rating rating

Got a bit confusing at the end with all of the examples, but useful information was provided

SP

Sue Parsell, Owner
4 rating rating rating rating

This course was excellent. The instructor was clear, concise and provided great examples of the material.

DR

Dean Rakoskie, Owner
4 rating rating rating rating

There was a lot of information in this course. The numerical examples were appropriate but hard to follow since the students did not have a list of the applicable rules readily available. Recommend that note pages be included for each slide with the applicable rules for the material presented on the slide listed in the notes.

MH

Merrill Higham, Owner
4 rating rating rating rating

Relevant.

SF

Steven Fox-Middleton, Advisor
5 rating rating rating rating rating

High level overview of ERISA requirements and fiduciary concerns to avoid litigation

TL

Tracy Lipscomb, Accountant and Enrolled Agent
5 rating rating rating rating rating

This one was very complicated, but I learned a lot from it.

RM

Rene Molina, Vice President, Finance
5 rating rating rating rating rating

This instructor knew the material and presented it very clearly!

EC

Erin Coe, Owner
5 rating rating rating rating rating

Great summary of the tables and I loved the specific examples given!

MG

Mallory Grove, Senior Vice President
5 rating rating rating rating rating

Great understanding of RMD process and inherited beneficiary web to navigate.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
Every question holds a universe waiting to be explored!
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