Charlie is the principal of Epstein Financial Services, an independent RIA providing corporate retirement plan consulting, as well as wealth management services in East Lyme Meadow, Massachusetts. He has more than 40 years of experience in the financial services industry and is the founder of the 401(k) Coach Program. He is the Author of “Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company” and “Save America, Save! The Secrets of a Successful 401(k) Plan”. He is highly influential in the 401(k) industry.
In this Podcast you will hear powerful insight for engaging the 401(k) market as Charlie shares myths people have about retirement and their money, opportunities advisors have amidst the COVID-19 crises, and what can set you apart as we come though this crises.
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