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.
Reviews and Ratings

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

out of 5

2200 ratings

Excellent

Very Good

Average

Poor

PK

Pam Krueger, Controller
5 rating rating rating rating rating

Excellent presentation and handouts to provide the framework and terminology for legacy and estate planning

CL

Cynthia Layne, Finance Manager
3 rating rating rating

An hour would be sufficient for this CPE.

SD

Sanel Dragovic, President
5 rating rating rating rating rating

Great webinar discussing the many different types of annuities and their purpose. Very informative and knowledgeable presenter.

AA

Anastassia Aleman, Owner
3 rating rating rating

Didn’t really learn anything just listened to a general discussion for an hour..

MR

Megan Rooney,
5 rating rating rating rating rating

I continue to be very impressed with Drew!!

MK

Miriam Katzenstein,
5 rating rating rating rating rating

great

VS

Valerio Sciutto, Owner
4 rating rating rating rating

ok

AD

Ana De Abreu, Accountant and Enrolled Agent
4 rating rating rating rating

Great topic, unfortunately outdated (2020), handouts were repetitive, and webinar had a repeated session. It would be recommended to recheck and update webinar to current year.

KD

Kristin Delfau, Managing Principal
3 rating rating rating

I didn't care for the false equivalencies throughout the program - there were certain points where information was half provided to support the presenters' preference for IULs. For example, that IULs use S&P 500 funds whereas IRAs are stocks and inherently more risky without mentioning that an IRA can be invested in a low cost S&P 500 fund just like the insurance but without the additional cost of the IUL.

SS

Steven Shell, Staff Accountant
4 rating rating rating rating

Informative webinar with relevant content.

JG

Jacqueline Goddard, Financial Controller
5 rating rating rating rating rating

Helpful personally and proessionally.

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.

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!
Connect On LinkedIn Follow Now

Connect with Drew Stevens | CSA, CFF