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Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

  • rating
  • rating
  • rating
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  • rating
  • 4.5 / 5
  • Financial consultant (wealth accumulation)
  • Investment Planner.
  • Retirement income planning
  • Financial education and authorship

Established as a renowned financial consultant, educator, and speaker, Steven specializes in helping individuals achieve financial transformation. He empowers professionals to build wealth, achieve their financial goals, and create a legacy. 


A passionate educator and public speaker conduct engaging seminars and workshops on financial literacy and wealth management. he has helped countless individuals and families understand: 

  • Effective Social Security coordination 
  • Retirement income strategies 
  • Wealth-building techniques 
  • Creating financial longevity and legacies 


Who Drew Really Is 

Drew Public speaker shares his insights through published works, making financial education accessible to a wider audience. Through financial literacy he empowers and inspires individuals to live their best lives. 

Safe Harbor Rules
PREMIUM
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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
  • Jan 24, 09:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Integrating Long-Term Care in your Retirement Planning
FREE
Integrating Long-Term Care in your Retirement Planning
  • Jan 27, 01:00 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Understanding Social Security’s Role in Retirement Planning
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Understanding Social Security’s Role in Retirement Planning
  • Jan 29, 03:00 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Church Retirement
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Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
  • Jan 31, 09:30 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • JBEA
  • CAP
Mastering Annuity Marketing
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Strategic Brilliance: Marketing and Positioning Annuities for Success
  • Feb 03, 10:00 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CGMA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
How to use RMD’s to Build your Kids Retirement
FREE
How to use RMD’s to Build your Kids Retirement
  • Feb 04, 01:30 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
How A Joint Life Policy May Be a Better Option for Retirement
FREE
How A Joint Life Policy May Be a Better Option for Retirement
  • Feb 05, 10:30 AM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Drew Stevens
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Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust
  • Feb 06, 12:00 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
The Secure Act is Now Law: Are You Fully Prepared?
FREE
The Secure Act is Now Law: Are You Fully Prepared?
  • Feb 07, 12:30 PM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Secure Your Legacy: Estate Planning Strategies for Financial Advisors
FREE
Secure Your Legacy: Estate Planning Strategies for Financial Advisors
  • Feb 10, 01:00 PM ET
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Healthcare in Retirement - Retirement University Workshop 1
PREMIUM
premium
Healthcare in Retirement - Retirement University Workshop 1
  • Feb 11, 01:00 PM ET
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Understanding Social Security - Retirement University Workshop 2
PREMIUM
premium
Understanding Social Security - Retirement University Workshop 2
  • Feb 12, 10:00 AM ET
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
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