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30+
Years of Experience4.6/5
Average Rating85%
Avg. Completion Rate30+
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.
Excellent
Very Good
Average
Poor
TM
A LOT of information to put into 1 hour but the overview was great!
CK
Great coverage of this topic! Thanks for a great course.
EM
Very interesting and informative presentation on the details of Roth conversion of IRA’s. The slides were detailed and made sense. How practical this option would be for most regular people remains to be seen since those putting a lot away for retirement usually don’t have huge chunks of money laying around to pay the taxes for conversion so perhaps some real life examples would have been helpful.
JH
It was way too short a time allotted for that course. It was hard to keep up with all the forms he covered. He is smart but talked very fast and still had to go overtime. After that I didn't want to stay for the questions.
PF
worthwhile webinar
EM
Great information, presenter talked very fast had to pause a couple of times to refer to handout to make sure I understood content.
MM
Excellent
BP
We don't assist clients set up plans. We leave that to their bankers and brokers. The last half of the program, dealing with contribution limits etc. was useful. Good instructor
LD
Meaningful presentation and useful handouts. Highly Recommended.
SL
The presenter was very knowledgeable. Lots of information in a short time.
TP
good information on how nondeductible contributions are handled. good review of reporting in a reasonable amount of time
TP
The course was very informative and valuable. Highly recommend it!
John Paul Ruiz QKA
Ruiz Consulting LLC
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