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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AR

ANDREW ROBERTSON, CFO/Controller
4 rating rating rating rating

Was a great overview. I think the question on the forfeitures is worded really poorly on the final exam.

VP

vishal pandya, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Good

DD

DHARMIK DHANESHA, Other(s)
5 rating rating rating rating rating

Good

EM

Emily Macedo, Human Resources (HR) Manager
5 rating rating rating rating rating

Great!

VS

Vicki Stevenson, Sr.Consultant
5 rating rating rating rating rating

This met my objectives

KL

Kyle Lohrstorfer, Vice President (VP)
5 rating rating rating rating rating

This was a great refresher. Thank you for knowledge and expertise.

OM

Owen McCafferty, Partner
5 rating rating rating rating rating

Fantastic. Please include similar CPE with different perspectives.

SH

Stacey HofflerSmith, Partner
5 rating rating rating rating rating

Thorough overview of qualified plans and the tax impact; knowledgeable presenter.

JE

JOHN EASON, Owner
3 rating rating rating

Decent overview of changes under the Secure Act 2.0.

BA

Bonnie Arnold, Owner
5 rating rating rating rating rating

I have a subscription and like being able to take unlimited education; majority of instructors are good. One today knew his stuff, but his monotone tried putting me to sleep.

DD

DHARMIK DHANESHA, Other(s)
4 rating rating rating rating

good

CD

Crystal Dunkin, Chief Operating Officer (COO)
4 rating rating rating rating

thanks

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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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