THE FAMILY CFO
Filed: May 7, 1999
Financial planning, namely, assisting in the accumulation, preservation and transfer of wealth to the next generation and…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 75700940
THE 401(K) COACH
Filed: August 16, 2000
Financial services in the nature of administering defined contribution retirement plans for others and investment of 401…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 76110405
THE CRYSTAL BALL EXPERIENCE
Filed: August 16, 2000
Providing comprehensive financial analysis and consultation for individuals in meeting their long term financial goals in…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 76110407
THE DESIREMENT MORTGAGE
Filed: October 13, 2009
Financial services, namely, advising and providing individuals with the financial concepts for calculating the present fixed…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 77847727
PAYCHECKS FOR LIFE
Filed: October 14, 2009
Financial services, namely, advising on creating lifetime income that will cover the cost of one's chosen lifestyle and…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 77848263
401K KILLERS
Conducting training programs for financial advisors and 401(k) plan sponsors
Owned by: EPSTEIN, CHARLES D.
Serial Number: 78587632
PENSION KILLERS
Conducting training programs for financial advisors and pension plan sponsors
Owned by: EPSTEIN, CHARLES D.
Serial Number: 78587689
DESIREMENT PLANNING
Filed: March 29, 2005
Financial planning designed to provide financial independence for individuals which focuses on defining and achieving their…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 78597304
THE 401K COACH PROGRAM
Filed: October 26, 2005
Educational services, namely, providing classes, workshops and seminars for financial professionals and advisors in the…
Owned by: EPSTEIN, CHARLES D.
Serial Number: 78740524
AMERICA'S 401K COACH
Filed: December 20, 2012
Financial analysis and consultation relating to retirement planning and the 401(k) vehicle
Owned by: EPSTEIN, CHARLES D.
Serial Number: 85807490
