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Steve Abramson

Steve Abramson, CPC, CLU

Mellenville,NY
  • 4.2 / 5
  • 3k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021!
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myCPE - Top Tax Educator of the Year 2021!
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myCPE - Top Thought leaders of the Year 2021!
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Voting Closes On - July 14

Winner Announcements - July 31

About Speaker

Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.


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4.2

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(770) Ratings

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405

Very Good

260

Average

93

Poor

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Terrible

2

JL

John Larkin, CPA (US)

Jun 29th 2022

Very good info

NR

Nathan Resch, CPA (US)

Jun 28th 2022

Good

JH

Justin Hudson, CPA (US)

Jun 25th 2022

Very informative

DH

Dahlia Hudson, CPA (US)

Jun 24th 2022

Very informative.

DB

Dominique Brister, CPA (US)

Jun 24th 2022

Great

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