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

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DG

Darshan Garvad, Consultant
5 rating rating rating rating rating

Nice content and speaker able to provide proper understanding about the topics

GT

Gail Trudeau, Tax and Consulting
5 rating rating rating rating rating

This course had a lot of information, but I did get the big picture and where to look for information.

MS

Marivic Sullivan, Staff Accountant
5 rating rating rating rating rating

Very informative information on Retirement and how it can help in retirement planning.

SN

Shannon Nebeker,
3 rating rating rating

Thank you.

SM

Suzanne Mann, Owner
5 rating rating rating rating rating

Class was very interesting and to the point.

RS

Ricardo Smalls, Owner
5 rating rating rating rating rating

Excellent session. The instructor seemed well versed in the material and was clear in the instruction.

DS

DENNIS SKODA, Owner
5 rating rating rating rating rating

Speaker was boring. He read all the slides.

JE

JOHN EASON, Owner
3 rating rating rating

Fairly good but quick review of changes enacted by Secure Act 2.0

TV

Timothy Vick, Owner
4 rating rating rating rating

Overall good experience. Speaker a bit dry, but covered the points.

LH

Lisa Hewes, CFO/Controller
2 rating rating

The course handout was difficult to follow based on the presentation.

DK

Denise Kovatch, Owner
5 rating rating rating rating rating

This is a great reference guide as these are the most common questions asked by clients.

KK

Keith Knabe, Owner
5 rating rating rating rating rating

Lots of items to go over on this new Secure Act (2.0) and the instructor knew the information well and it the 1.5 hour course went by fast. Lots to keep track of. This was part 1 of 2. I enjoyed the course.

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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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