The Author Charles D. Epstein
Charles D. Epstein, CLU, ChFC, AIF® has over 32 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, he continually provides corporate retirement plan consulting, as well as wealth management and financial planning services to business owners, professionals and individual plan participants.
In 2010, Charlie was elected to the Legg Mason Retirement Advisory Council, which is comprised of 14 retirement industry leaders in the country. The Advisory Council examines the major challenges facing retirement products, service providers and best practices observed by the industry.
Charlie is the founder of The 401k Coach® Program, which offers training to develop the skills, systems and processes necessary to excel in the 401(k) industry. Over 2,500 financial professionals have participated in 401k Coach Programs across the country. 401kWire has named Charlie one of the Top 100 Most Influential People in the Retirement Industry along with one of the Top 300 Most Influential Retirement Plan Advisors in the U.S.
Charlie's book; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company, released in January 2012, has sold over 5,000 copies thus far. "My book is not about how to invest your money better. It's about the nine principles to get you to save smarter, and then how to maximize this mechanism that the government calls the 401(k)." The book is dedicated to America’s 401(k) participants and the belief that Paychecks for Life are within your reach. Charlie’s multi-dimensional business practices and considerable experience provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement plan outcomes.
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