Learn - Comply - Certify - All Year.
15K+
Hours
500+ Topics
250+
Packages
Ethics included
50+
Events
Live access
AI
Certify
Track + report
©2026 - www.my-cpe.com All rights reserved
support@my-cpe.com
40+
Years of Experience4.6/5
Average Rating87%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
Excellent
Very Good
Average
Poor
DS
I am happy to have a better understanding of annuity as an investment as well as learning about the way they are taxed and reported to clients.
VV
This lesson explains the tax rules for qualified and non-qualified annuities, including contribution limits, distributions, and taxation of withdrawals. It provides a clear understanding of how each annuity type is treated for retirement and tax planning.
KP
Excellent quick overview.
KT
the course was ok but I would have been more interested in a longer program covering commercial insurance
MS
The course presented that insurance policies need constant review for overall effective strategy in planning retirement and current needs during everchanging financial trends.
VV
Investment vehicles differ in liquidity, tax treatment, and growth potential. Tax-efficient planning often combines taxable, tax-deferred, and tax-free accounts to improve flexibility, manage taxes, and support long-term financial goals.
GH
Pretty good.
GF
Very relevant topic and well presented . I would like to dig deeper and listen to more on this topic
MR
good overview
CP
Good info and he was easy to listen to.
SM
Great course! Really explained, in a manner clearer and more organized than most, the jargon of health care and how it presents a significant economic risk in retirement years. I've been hearing many of these terms for years, but came out of the course having greater clarity on this topic altogether.
JH
The instructor is very knowledgeable and presents well.
Drew Stevens | CSA, CFF
Stevens Performance
Congratulations!
Error!
Your session is about to expire. Extend it now to keep working without losing progress.
Click "Extend Session" to keep working. Your progress has already been auto-saved.
Don't worry - your progress has been saved automatically. Log in again to continue right where you left off.
After login, your saved data will be restored automatically and interrupted actions can resume.
You are already registered for this webinar on
Would you like to switch to the new date?
