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Trusted by 250,000+ Professionals
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, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
You have worked hard for your business and created your dream.
Have you considered what happens when you desire not to continue to work?
Have you ever considered your exit strategy?
Retirement may seem like a distant reality, but many small business owners wait until it's too late to successfully transfer their company to the next generation. Succession planning is a process that involves much more than just the transfer of ownership, and it only becomes more complicated when you add family dynamics to the mix.
Only 50 percent of business owners have a written succession plan in place. Worse yet, some might even be in line such as a son, daughter friend, or spouse and they do not even know they are considered.
Join Mr. Drew Stevens in this online CPE course to learn why so many family businesses fail when it’s time to transfer operations, and what you can do to create a succession plan that works.
The online Finance CPE webinar covers the following key topics:
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
35 Ratings
Excellent
14
Very Good
11
Average
5
Poor
3
Terrible
1
AB
Nov 23rd, 2022
The material was very good.
SW
Aug 28th, 2023
positive
SI
Aug 7th, 2022
Drew is obviously a caring person and I suspect has a high EQ and people skills, but he does not have a high IQ. His slides are often grammatically incorrect, and his speech is always grammatically incorrect. And this 1 hour session actually imparted zero information beyond what any thinking person could intuit. He obviously has credentials that likely convinced MyCPE to hire him, but his ability to speak intelligently is extremely lacking.
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