Charlie Epstein
Charlie D. Epstein, CLU, ChFC, AIF®, is a Registered Investment Advisor with over 35 years of experience in the financial business. As principal of Epstein Financial Services and founder of The 401k Coach® Program, he has trained thousands of financial advisors and individual investors across the country. Charlies is the Author of two books, Save America Save
and Paychecks For Life. He has been recognized as one of the Most Influential People in the Retirement Industry and as a Top Influential Retirement Plan Advisor in the U.S. by 401kWire.
Charlie D. Epstein, CLU, ChFC, AIF®, is a Registered Investment Advisor with over 35 years of experience in the financial business. As principal of Epstein Financial Services and founder of The 401k Coach® Program, he has trained thousands of financial advisors and individual investors across the country. Charlies is the Author of two books, Save America Save
and Paychecks For Life. He has been recognized as one of the Most Influential People in the Retirement Industry and as a Top Influential Retirement Plan Advisor in the U.S. by 401kWire.
Big Idea Focus Group / Contagious: Why Things Catch On
The Big Idea Focus Group Purpose (What we want to Accomplish):
To create a powerful and compelling 12 month experience of engagement for our members that will grow their success, satisfaction and...
