Learn - Comply - Certify - All Year.
15K+
Hours
500+ Topics
250+
Packages
Ethics included
50+
Events
Live access
AI
Certify
Track + report
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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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JC
AI has been growing in popuarity. It has some criticisms but this class has definitely disspelled those. I got another perspective on how AI can have an impact in finances.
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.
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!
CB
Good information!
DG
I really liked the program and it's contents. It is very timely information that is always helpful.
CM
It is one of many excellent webinars on Social Security. I believe every CPA, Financial Planner, EA, and Tax Attorney should understand the importance of retirement planning and the impact of Social Security within the planning.
TJ
4
DK
Nice course this presenter is very knowledgeable, and we have all heard of the Roth conversions but he goes a few steps further into different strategies.
TB
Good experience and learning.
JP
Instructor did a great job of presenting the materials, He obviously has a lot of experience in this.
TW
Good Refresher on what we all need for ourselves and our clients
VV
IARs should help retirees manage key financial risks including longevity, inflation, taxes, healthcare costs, market volatility, and Required Minimum Distributions (RMDs) through coordinated retirement-income planning.
Drew Stevens | CSA, CFF
Stevens Performance
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