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AI
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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.
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MM
Provided a good overview of why LTC is important and some of the high costs associated with needing care at home or in a facility.
SH
Good concise class....overview of 401(k), 403(b), 457(b) plans. Great handout materials summarizing.
PS
Great overview. Would like to see something on irrevocable trusts as it relates to protecting assets.
MH
This is my 2nd ondemand webinar with Drew Stevens and I look forward to many more. He's a fantastic presenter who lays out the information in an understandable way. I do find it helpful to have captioning on with him as he mentions very technical subjects that I research later. Really enjoyed the AI & Personal Finance webinar, bring on more AI webinars!
KG
Thank you for sharing your knowledge. The class was very enjoyable.
ES
Love this topics! Personal finances is not something that everyone speaks
GC
It's about what I expected in one hour, so I'm left hungry for a deeper dive.
CM
The professor presented the material in a clear manner.
NS
Helpful refresher and added knowledge on investment instruments.
SI
I'm a CPA, but I don't do taxes. It's not likely that I will use the info presented today to a great extent because I work with tax preparers who understand taxes in detail & file my client's tax returns. That being said, this course was helpful to get a high-level understanding of the new bill so I'm aware of some of the changes. Drew was a good presenter, & I'm glad to took the course.
MB
It was very helpful the course. The instructor spoke to current chances that affects the retirement and some strategies that it help to grew our retirement. The instructor was excellent.
SC
Drew is a great speaker and is my first introduction on how to use AI for helping with client investment management. I appreciate the ideas and will continue researching more from here. It is a great beginning for me.
Drew Stevens | CSA, CFF
Stevens Performance
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