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On Board

DATE: Tuesday, February 27, 2018

HCC welcomes Charlie Epstein as new trustee

Charlie Epstein, right, with HCC president Christina Royal, after his first board meeting.

The Holyoke Community College Board of Trustees welcomed its newest member, Charlie Epstein, an investment adviser and retirement consultant from East Longmeadow.

Epstein was appointed to the board b"y Gov. Charlie Baker and sworn in on Feb. 2.

"It's always a pleasure to strengthen the board," said trustees chair Robert Gilbert. "Charlie is a very good financial planner. His program is stellar. With his financial acumen, he'll be a welcome addition."

Epstein is the principal of the Holyoke-based Epstein Financial Group LLC and Epstein Financial Services, a registered investment advisory firm that provides corporate retirement plan consulting as well as wealth management and financial planning services for business owners, professionals and individual plan participants.  

His two-year term runs through March 2020. 

"HCC is an enormous resource for western Massachusetts," Epstein said. "The college educates individuals from all backgrounds in job skills that will truly impact the success of our great Commonwealth. I am honored to be selected as a trustee."

Epstein is also owner of the 401K Coach Program, which offers financial adviser education services and training, the author of two books — "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" — an industry conference speaker, and commentator who has appeared on the Fox Business Network.  

In 1994 he founded the Family Business Center of the Pioneer Valley in Amherst and remains on its board of directors.  

He holds a bachelor's degree in economics from Colgate University.

PHOTO by CHRIS YURKO: Charlie Epstein, right, with HCC president Christina Royal, after his first board meeting.