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
  • Experience-backed thought leadership

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Reviews and Ratings

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out of 5

747 ratings

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RH

Riley Hulsebus, Manager
5 rating rating rating rating rating

great

EA

ERIC AFFELTRANGER, Owner
5 rating rating rating rating rating

Thank you.

KC

Kendall Coyne, Owner
5 rating rating rating rating rating

instructor used great examples

CO

CHUKS OKOLI, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Clarity of Roth, well explained

CL

caroline la scala, A&A Sr Manager
5 rating rating rating rating rating

This was a much more interesting seminar. A lot of information was covered on Roths.

RS

Ravi Shah, Staff Accountant
3 rating rating rating

This course is great for my personal financial planning for my family. It’s not relevant to my job. Personal financial planning is at least just as important as, if not more important than, a job or career.

EK

Edward Klarman, Owner
3 rating rating rating

several mistakes in the presentation (early in the course, it was stated that 4 contributiond of $17,500 totaled $68,000; the Final Assessment was very difficult to "submit" answers

MM

Matthew Morrone, Tax Advisor
4 rating rating rating rating

A lot of detail.

GK

Grace Kvantas, Partner
4 rating rating rating rating

Slightly dry delivery, but great info for any financial advisor to know

RH

Riley Hulsebus, Manager
5 rating rating rating rating rating

great

MI

Milady Irizarry,
5 rating rating rating rating rating

The instructor was very knowledgeable and easy to understand.

JB

James Bishop, Vice President (VP)
5 rating rating rating rating rating

A bit dry of course but informative. Useful with some facts I did not know.

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Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
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