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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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.

MS

Marivic Sullivan, Staff Accountant
5 rating rating rating rating rating

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

GA

GANI ADEGOKE, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Very informative and practical to my knowledge and business.

EM

Eric McGaugh, Auditor
5 rating rating rating rating rating

Well presented on a complicated topic. The presenter clearly pointed to where to find the various calculations with RMDs.

EC

Earl Correll, President
5 rating rating rating rating rating

Very helpful information

EC

Earl Correll, President
5 rating rating rating rating rating

Well presented

MG

Mary Grode, Senior Manager
3 rating rating rating

ok

JM

James Murrer, Owner
5 rating rating rating rating rating

Excellent!

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.

BB

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

Good information.

BS

Brenda Spears, Manager
5 rating rating rating rating rating

ok

KW

Katherine Walker, Owner
5 rating rating rating rating rating

Great session and overview of retirement plan operations

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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