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
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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.
Reviews and Ratings

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

out of 5

2200 ratings

Excellent

Very Good

Average

Poor

JE

JOHN EASON, Owner
4 rating rating rating rating

Seminar gave a good overview of investments and financial markets. I'd like to see a longer course with more detail.

BB

BRENT BURROWS, CFO/Controller
5 rating rating rating rating rating

Great

JO

Jorge Orozco, Auditor
5 rating rating rating rating rating

Thanks!

DG

Diane Gettelfinger, Finance Manager
4 rating rating rating rating

I really liked the program and it's contents. It is very timely information that is always helpful.

LC

Lani Cowen, Manager
4 rating rating rating rating

This was a very good overview of things to be thinking through as you do financial planning for retirement. It reminded me of some changes I need to make for tax reasons. Were the slides available to download? I didn't see that anywhere.

TJ

Trina Johnson, Auditor
4 rating rating rating rating

I felt the webinar was a good "first step" for people starting to think about retiring. It mentioned different things to take into consideration, as well as ages for SS benefits, etc. I found the detail interesting, specifically the percentages of SS available at different ages. I also found the different levels of Medicare interesting as to what is considered in each category. I would like a little more advanced course, such as trying to figure out how much one might need to retire, or feel comfortable with to retire.

MS

Melinda Sineriz,
5 rating rating rating rating rating

The course was informative.

LM

LISA MEDINA, Staff Accountant
5 rating rating rating rating rating

The OBBB is providing great benefits to tax payers and that is great for tax planning

PB

Paula Battermann,
5 rating rating rating rating rating

The speaker did an excellent job of explaining in laymen's terms. I found it very informative. Also I appreciated his viewpoint as to different ways to looks at forms of inome and insurance without getting buried in the "weeds".

CV

CHARLES VAN, Owner
5 rating rating rating rating rating

Very informative

JE

JOHN EASON, Owner
3 rating rating rating

Good review of options available for converting IRAd.

BT

Bob Turner, CFO/Controller
4 rating rating rating rating

Excellent content but too much to cover in 90 minuts

Drew Stevens | CSA, CFF

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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