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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Are you looking for ways to make the most of your retirement savings? Do you want to learn how to avoid the dreaded "Tax Bomb" when converting your IRAs and tax-deferred savings into other retirement plans? Look no further! Our upcoming CPE webinar will provide you with the knowledge and tools you need to make informed decisions about your retirement savings.
Join us for an informative course that will cover the benefits of Roth conversion, as well as the differences between tax-deferred and after-tax retirement savings. Our expert speaker Drew Stevens will guide you through an easy-to-understand step-by-step procedure for converting your retirement plans, ensuring that you are equipped with the knowledge needed to make the best financial decisions for your future.
Major Topics Covered:
Don't let retirement savings stress you out! Register now for our upcoming CE Tax webinar and learn how to make the most of your savings while avoiding costly mistakes. Our webinar is designed for professionals at all levels and is perfect for anyone looking to gain a deeper understanding of tax-deferred savings and retirement planning.
CEO and Leadership Change Expert, Stevens Performance
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
212 Ratings
Excellent
135
Very Good
56
Average
15
Poor
1
Terrible
2
DR
Apr 6th, 2024
Presentation was easy to follow. Handouts and Key terms were very useful and assisted me when taking the quiz.
MW
Nov 8th, 2023
This course does not seem to cover anything I deal with. It was interesting but not valuable to me.
KD
Dec 26th, 2023
Interesting topic and overview of Whole/Indexed life insurance as opposed to an IRA.
JC
Jan 22nd, 2024
Excellent course on the different types life insurance and there definitions.
RC
Dec 12th, 2023
Excelllent webinar. Clear presentation of concepts from Drew S. Recommended!
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