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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.
This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.
Social Security is the foundation of many people’s retirement.
Most Americans depend heavily on their Social Security income after reaching retirement age. It is one of the most common strategic decisions affecting the lives of millions. There is little understanding of the importance of this strategic decision that can have a widespread impact on the standard of living.
Planning today can make a big difference in your retirement lifestyle tomorrow. Once you leave the workforce, the years that follow can be all that you want them to be—if you pave the way to ensure you have the income to last through your lifetime.
Key Topics discussed in this webinar:
Join this CPE Finance webinar it will help you understand one of the key crucial components of your retirement plan.
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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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.
222 Ratings
Excellent
128
Very Good
74
Average
14
Poor
0
Terrible
1
AF
Nov 26th, 2023
This was a great course for everyone, both professionally and personally. Instructor was knowledgeable and easy to understand and made the subject matter interesting.
DH
Apr 8th, 2024
The webinar provided important information concerning Social Security Benefits, including the most important factors to consider when deciding.
WHH
Dec 28th, 2023
Very good summary of the basics of social security in light of the big picture of all of the retirement assets.
RB
Nov 15th, 2023
This speaker is great. His delivery of the subject is interesting and well done. The graphics are helpful.
JS
Aug 2nd, 2023
Instructor was energetic and involved participants which made it more interesting
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