MYCPE ONE
Drew Stevens | CSA, CFF

Drew Stevens | CSA, CFF

  • For 40+ years, I’ve helped retirees, business owners, and HNW individuals turn confusion into clarity. As a fiduciary and certified expert in Social Security & IRMAA, I deliver tax-smart retirement income strategies to ensure you never run out of money.
  • Award-winning educator, bestselling author of 15 books, and trusted voice in retirement planning. I provide personalized guidance on IRMAA, Medicare, taxes, investments, and legacy planning—making your retirement stress-free, secure, and financially sound
Follow Now

40+

Years of Experience

4.6/5

Average Rating

87%

Avg. Completion Rate

150+

Number of Courses
In the Spotlight

Gain insights into their journey, expertise, and professional impact.

Here’s what MYCPE ONE speakers bring to the table
  • Recognized industry experts
  • Timely insights on trends and regulations
  • Specialized knowledge across core and emerging topics
  • Experience-backed thought leadership

Knowledge You Need, From Experts You Trust

Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
Private Annuities and Income Planning

1 Credit

Drew Stevens| CSA, CFF

Private Annuities and Advanced Income Planning Techniques

May 18, 11:00 AM EDT

  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
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  • 4.8
  • rating
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Medicare 2025

1 Credit

Drew Stevens| CSA, CFF

Medicare 2026: Policy, Cost, and Client Wellness

May 18, 04:00 PM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
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  • 4.6
  • rating
  • rating
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Individual vs Group Disability Insurance

1 Credit

Drew Stevens| CSA, CFF

Disability Income Insurance: Individual vs Group

May 19, 11:30 AM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.9
  • rating
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Sequence of Returns Risk: Portfolio Construction for the Distribution Phase

1 Credit

Drew Stevens| CSA, CFF

Sequence of Returns Risk: Portfolio Construction for the Distribution Phase

May 20, 01:00 PM EDT

  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CPFA/QPFC
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • ME LPA
  • CIPM
  • ChSNC
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Social Security

1 Credit

Drew Stevens| CSA, CFF

Social Security: Maximizing Benefits in an Uncertain Policy Era

May 20, 01:00 PM EDT

  • CPA (US)
  • CFP (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • TEP
  • CWS
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • CAP
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Disability Buy-Sell Agreement Planning

1 Credit

Drew Stevens| CSA, CFF

Disability Buy Sell Agreements for Business Owners and Partners

May 21, 04:00 PM EDT

  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • DE LPA
  • CWS
  • RICP
  • CFIRS
  • FSCP
  • WMCP
  • CASL
  • IA LPA
  • ME LPA
  • CIPM
  • ChSNC
Learn More Learn More Learn More
  • 5
  • rating
  • rating
  • rating
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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

2026 ratings

Excellent

Very Good

Average

Poor

CO

CHUKS OKOLI, Chief Executive Officer (CEO)
5 rating rating rating rating rating

Very educative about insurance types

AS

Albert Schnide, CFO/Controller
4 rating rating rating rating

Good course

EW

Eric Westall, Partner
5 rating rating rating rating rating

Easy to follow along with, value add data and insights

KR

kyle russo, CFO/Controller
3 rating rating rating

Final quiz was not consistent with material covered.

JM

Joseph Montanaro, Director
4 rating rating rating rating

good foundational workshop

MA

Michael E Anderson, Owner
5 rating rating rating rating rating

Dr. Stevens hit it out of the ball park again! Excellent course, very organized and well presented as he always does. This course is loaded with critical information about Social Security Benefit planning. Definitely one of my favorite CPE courses.

TL

Tracy Lipscomb, Accountant and Enrolled Agent
5 rating rating rating rating rating

Great presentation.

CM

Craig Morgenstern, Staff or Senior
4 rating rating rating rating

.

CM

Craig Mauermann, Manager
5 rating rating rating rating rating

The unit on mistakes to avoid in retirement planning had some good anecdotes.

SS

Steven Shell, Staff Accountant
5 rating rating rating rating rating

Very relevant webinar

JS

JeriLyn Sump, Owner
5 rating rating rating rating rating

SUPER helpful information

LP

Larysa Prytula, Owner
5 rating rating rating rating rating

great

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Drew Stevens | CSA, CFF

Stevens Performance

4.6
The more you learn, the more you realize how much you don’t know!
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