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 tableKnowledge You Need, From Experts You Trust
Gain valuable knowledge from top experts through interactive webinars, self-paced courses, and exclusive resources.
1 Credit
Nov 23, 04:00 PM EDT
1 Credit
Nov 24, 11:00 AM EDT
1 Credit
Nov 24, 02:00 PM EDT
.webp-1773332708 "Portfolio Development and Analysis")
1 Credit
Nov 25, 02:00 PM EDT
.webp-1780566321 "Lifecycle Financial Planning: Constructing Investment Policy Statements (IPS)")
1 Credit
Nov 26, 04:00 PM EDT
1 Credit
Nov 27, 10:00 AM EDT
Discover ratings and feedback from learners who have gained valuable insights.
MS
Great
BC
Great general update on OBBBA!
PM
This was a fair seminar. It was informative but it didn't give as much material that could be used - it was more like the instructor told us everything we know, but not everything he knows. I'm not sure, but perhaps it was the limited two hour. This would make a better four hour seminar, and maybe the instructor could have taught more, instead of just discussing before and after situations. Some test questions couldn't be answered from the materials.
JY
Great speaker
CM
Great overview of requirements of an operating agreement.
MS
The course was informative.
SS
Great webinar, I enjoy this instructor, he tells it straight to the point.
CA
another great presentation
JK
Good topic.. presentation was general in nature which make it applicable to a wide variety of audiences.
JH
He gave good examples for ways to approach clients with the new OBBB act.
MC
Good information and well presented!
DG
This was a very entry-level introduction to retirement planning and investing. It would be more appropriate to use as a learning tool to give to my clients rather than something that enhanced my knowledge as a CFP. It was really too basic to be much use to an experienced financial professional.
Drew Stevens | CSA, CFF
Stevens Performance
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