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

750 ratings

Excellent

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Average

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DG

Deepak Girdhani,
4 rating rating rating rating

Good

AD

Ana De Abreu, Specialist
5 rating rating rating rating rating

Very complex topic, I am guessing for retirement plan designers and specialists.

DW

Dawn Widger, Bookkeeper
5 rating rating rating rating rating

Very informative and helpful

DC

Donald Crisp, Other(s)
4 rating rating rating rating

Very knowledgeable instructor

JE

JOHN ENAGBARE, Tax Manager
5 rating rating rating rating rating

A very good topic.

SA

Susan Applegate, Tax Advisor
5 rating rating rating rating rating

Presenter was very knowledgeable and provided excellent examples.

EA

ERIC AFFELTRANGER, Owner
4 rating rating rating rating

Thank you.

CS

Colleen Salazar, Bookkeeper
4 rating rating rating rating

Thank you!

SC

Sunny Chachan, Consultant
5 rating rating rating rating rating

Great

EM

Edward Marshall, CFA/CPA/CFP/Registered Investment Advisor
5 rating rating rating rating rating

Good review of RMD rules

BS

Bradley Smith, CFO/Controller
5 rating rating rating rating rating

It’s dry stuff, but it was well organized and clearly presented. I would know what the issues are.

SM

Suzanne Mann, Owner
5 rating rating rating rating rating

I am not a CFP. However, I do income taxes. Every now and then a client has a question a out tmpheir RMD. I feel more confident after taking this course.

Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
Every question holds a universe waiting to be explored!
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