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

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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

2199 ratings

Excellent

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Average

Poor

DF

DAWN FINE, Tax Manager
3 rating rating rating

I was hoping the webinar would go into more detail (i.e. Roth conversions and when these would be advantageous (or not), etc. Instead, it covered the basics with which I was already familiar

GV

Gwen Vass, Others
4 rating rating rating rating

The course would be better if there were examples calculating tax savings based on Roth conversions and other strategies mentioned in the course.

EM

Eric McGaugh, Auditor
5 rating rating rating rating rating

Excellent presentation on Social Security and retirement planning from a fiduciary with many years of expertise.

GM

George Mercuro, Vice President, Finance
5 rating rating rating rating rating

The presentation was excellent!

IS

Iryna Stepanchuk, Owner
5 rating rating rating rating rating

Great presenter!

WF

William Fraser, President
4 rating rating rating rating

Good overview of the Secure Act

MK

Mason Krangle, Consultant
5 rating rating rating rating rating

Well organized and much useful material.

BS

Bradley Smith, CFO/Controller
4 rating rating rating rating

In a very calm voice the instructor scared the heck out of me, good job! Liked the use of longevity planning, will be using that term!

TC

Tres Carpenter, Principal
4 rating rating rating rating

I could have used more examples of the LTC options out there and how they fit into certain situations.

AP

Adrianne Parsons, Finance Manager
4 rating rating rating rating

Very good information. Didn't seem to have all the slides from the download that was used in the webinar.

YD

Yuko DuBois, Owner
4 rating rating rating rating

not related to my practice but as CFP the information is very helpful

MB

Murari Basnet, Staff Accountant
3 rating rating rating

Thanks

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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