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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  • Specialized knowledge across core and emerging topics
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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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KG

Kate Glaser, Specialist
4 rating rating rating rating

Instructor was a little difficult to understand.

EM

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

Great!

BB

BRENT BURROWS, Chief Financial Officer (CFO)
4 rating rating rating rating

Good information.

CD

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

thanks

JL

John Lucia, Staff or Senior
5 rating rating rating rating rating

The presenter and the overall course experience were wonderful, insightful and informative.

LL

Les les@fredericktaxcpa.com, Owner
5 rating rating rating rating rating

Detailed presentation but good. Presenter comments helped with the complexity.

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.

SN

Shannon Nebeker,
3 rating rating rating

Thank you.

DD

Dharmik Dhanesha, Other(s)
4 rating rating rating rating

good

CD

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

thanks

RN

Roberta Nail, Owner
5 rating rating rating rating rating

Excellent presentation and slides. Rules for retirement plans were presented in detail, including changes for the OBBB.

AB

Anantharamakrishnan Balakrishnan, Owner
5 rating rating rating rating rating

Webinar clearly explains the internal compliance for 401K Plans and is useful for advising the clients

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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