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Yearbook of Experts® member profiles
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Marsha Egan, CSP - Workplace Productivity Coach and E-mail Expert
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About: Marsha Egan, CPCU, PCC, CSP is an ICF board certified workplace productivity and success skills coach. Celebrated speaker, facilitator, coach, author, and internationally recognized e-mail productivity expert, she has coached leaders from some of the country's top companies and built a thriving coaching practice. Named one of PA's 50 Best Women in Business, she brings over twenty-five years of outstanding corporate and volunteer experience to her workplace productivity and career coaching firm, The Egan Group, Inc. Having been interviewed in countless media outlets, incl ABC Nightly News, CNN, and USA Today, she is internationally sought as an expert source.
San Francisco Writers Conference
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About: The San Francisco Writers Conference, one of the finest writers' events in the country, helps writers become published authors and teaches them how to build successful writing careers. Presenters a...
 

Recent News Releases
 Date HeadlineParticipant Name
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01/05/2026
Bo Lebo -- NEO,Inc. -- Literacy Matters
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12/31/2025
Bo Lebo -- NEO,Inc. -- Literacy Matters
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12/27/2025
Bo Lebo -- NEO,Inc. -- Literacy Matters
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12/10/2025
Bo Lebo -- NEO,Inc. -- Literacy Matters
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12/15/2024
Bo Lebo -- NEO,Inc. -- Literacy Matters
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12/01/2024
Bo Lebo -- NEO,Inc. -- Literacy Matters

Blog Posts
 Date HeadlineParticipant Name
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05/05/2026
Why Companies Aren’t Using The 401k Start-Up Tax Credit Christopher Carosa
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05/05/2026
The River Ran Red With Blood Christopher Carosa
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05/04/2026
Monday Motivator on the Power of Example Marsha Egan, CSP - Workplace Productivity Coach and E-mail Expert
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04/29/2026
Is 401k Roth Risk A Ruse? Christopher Carosa
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04/28/2026
Potential Payroll Errors In Roth Catch Up Mandate Expose Fiduciaries To Hidden Risk Christopher Carosa
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04/28/2026
Are You A Promoter Or A Closer? Christopher Carosa
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04/22/2026
What Do 401k Plan Sponsors Get So Wrong About 3(38) Delegation? Christopher Carosa
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04/21/2026
Is 401k 3(38) Delegation A Real Risk Transfer Or A Fiduciary Illusion? Christopher Carosa
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04/21/2026
The British–Iroquois Alliance and the Fractured Confederacy Christopher Carosa
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04/16/2026
Is There A Fiduciary Risk When Participants Don’t Understand? Christopher Carosa




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