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35+
Years of Experience4.6/5
Average Rating88%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
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JL
It was a knowledgeable course
RN
Excellent program.
VV
Recent OBBBA updates introduce expanded retirement savings opportunities, enhanced distribution flexibility, and new rules like the Saver’s Match to encourage long-term financial planning.
LC
This was an awesome program!! The pace was helpful, not so packed with information that I felt rushed. Heaven knows BBB is HUGE and there is an enormous amount of info to be absorbed. Bless the computer programmers! They have their work cut out for them! But for day-to-day handling of the tax changes, it is vital that we have a good overview of the the changes that will affect our clients.
JK
very timely topics as the terms of the OBBB unfold
ML
Great instructor. Went at a good pace and it was very informative given who he dealing with. I will take courses from him in the future
AD
4
YK
great!
ML
I love this guy!!! Hope he does more
MS
I learned a lot about various aspects of Retirement accounts contributions and distributions. It was very well presented by the instructor.
RS
Best.
WG
Enjoyed quick look at OBBB changes and non-changes.
Tony Curatola PhD, MBA
Drexel University
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