MYCPE ONE
Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

  • Stephen Abramson, President and co-founder of APS Pension & Financial Services, has guided closely held businesses in pension design, succession, and wealth planning since 1977. He also leads APS Wealth Management, a trusted RIA for retirement plan client
  • A Cornell grad and CLU, CPC, and ChFC designee, Steve is a seasoned author and educator. He’s taught CPAs for 35+ years, published multiple books on retirement plans, and is updating his 8th edition of Advisor’s Guide to Qualified Plans for today’s profes
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40+

Years of Experience

4.3/5

Average Rating

83%

Avg. Completion Rate

120+

Number of Courses
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Reviews and Ratings

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out of 5

750 ratings

Excellent

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Average

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HA

Hans Andersen, Owner
5 rating rating rating rating rating

it was well done = the presentation.

DD

DHARMIK DHANESHA, Other(s)
5 rating rating rating rating rating

Good

PK

Pam Krueger, Controller
5 rating rating rating rating rating

Good presentation of a technical topic

JG

James Goober,, Owner
5 rating rating rating rating rating

N/A

PP

Patricia Poplau, Staff or Senior
5 rating rating rating rating rating

Very interesting

BP

Bilol Pokhrel, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Excellent

GH

GLEN HELMBRECHT, Owner
5 rating rating rating rating rating

Very good update on IRA'S

HS

HERBERT SCHECTMAN, Principal
5 rating rating rating rating rating

Great presenter with a difficult subject,

JR

Joseph Redd, Consultant
5 rating rating rating rating rating

Great Info

VP

vishal pandya, Certified Public Accountant (CPA)
5 rating rating rating rating rating

Good

DR

Daniel Rolfes, Staff or Senior
5 rating rating rating rating rating

neat-o!

MG

Marjorie Gifford, Owner
4 rating rating rating rating

I don't adjust employer 401K plans and am not involved in figuring maximum contributions to BACKDOOR Roth IRA plans. Yet, I needed to know what they are just in case I get a client who wants to get more into a Roth IRA than he/she is otherwise OK to do so.

Steve Abramson CPC, CLU, ChFC

Steve Abramson CPC, CLU, ChFC

APS Pension and Financial

4.3
Every question holds a universe waiting to be explored!
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