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Coffee and (k) Plans

Coffee and (k) Plans

Krista and Renee, our Retirement Plan Specialists, created this monthly breakfast series to help educate plan administrators and trustees on their key roles and responsibilities in managing the company-sponsored 401(k) plan. Our monthly morning sessions provide you insights and education that will help you run your 401(k) plan more efficiently while also having a little caffeine and fun! If you would like to be added to our invite list, please email Krista at kkrupa@EpsteinFS.com.

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Business In Booths

Business in Booths

Check out Charlie’s newest venture! In Business in Booths®, Charlie interviews local business owners and community leaders with a stylishness that will keep you entertained - right in the booth at Center Square Grill.

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Save America Save

Save America, Save!

A video series, direct from Charlie Epstein, based on his book; Save America, Save! Secrets to a Successful 401(k) Plan. Charlie talks about valuable strategies you can implement to improve your 401(k) retirement plan and your employees’ retirement savings outcome.

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