THE IFW RETIREMENT ROADMAP EXPERIENCE

Lower or Eliminate Taxes in Retirement · Mitigate the Effects of Market Volatility · Never Run Out of Money

America’s Most Trusted Retirement Roadmap



AS SEEN ON

Good news you’ll also be entered into the Ultimate Retirement Dream Sweepstakes! Request Roadmap to learn more!

What if I told you there are proven strategies you could use to achieve the optimal retirement?

Cutting Edge Tax Reduction Techniques: Lower or potentially eliminate your taxes in retirement.

Mitigate the Effects of Market Volatility: Increase your income in retirement with less risk.

 Never Run Out of Money: Learn our proven strategy to avoid the common pitfalls so many people make in retirement.

This comprehensive retirement strategy is achievable whether you are planning ahead, nearing, or even in retirement – the key is to address your situation now and get started!

WHAT ELSE IS IN IT FOR YOU FROM ATTENDING THIS WEBINAR? 

How about your own FREE IFW RETIREMENT ROADMAP tailored to you.

Every attendee will have the opportunity to receive their very on IFW Retirement Roadmap that will literally map out each year of your retirement to identify exactly what you need to do to achieve all your retirement dreams and make sure you never run out of money!

 

WHO DO WE HELP?

People thinking ahead and preparing for retirement that want to make sure they achieve all their retirement dreams and goals

People close to and nearing retirement that may not be aware of certain strategies to significantly increase their retirement income without having to save additional money
or take on more risk!

People in retirement that may think their plan is already set and they don’t have any more options

Why Should You Trust The IFW?

“The most financially informative, educational experience I’ve ever had.  The webinar taught me critical fundamentals which I was surprised that nobody had ever mentioned.”

“The IFW has one of the best if not the best one out there.  I’ve watched several and every time I watch the IFW webinar, I feel I’m learning something new.  I love their energy!”

These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.

Here’s How It Works:


  • Sign up to receive your Retirement Roadmap

  • Meet with an IFW Certified Financial Professional to prepare your roadmap

  • Review your customized retirement roadmap to see your exact current situation and find out if there is an opportunity to make it better!

 

FAQs’

Your IFW customized Retirement Roadmap is complimentary and 100% confidential.
Absolutely not. No account numbers, social security number, or sensitive personal information. You will only need to provide general financial information and balances to build an accurate retirement roadmap.
There is zero obligation. Once you review your roadmap, what happens next is totally up to you. Many times, people choose to learn more from the financial professional about how to improve their situation and then mutually decide if they wish to continue the relationship, but it’s up to you.
Every IFW Financial Professional is licensed, vetted, qualified and experienced. Each financial professional undergoes a thorough interview and onboarding process with the IFW.

The IFW Financial Professionals, resource partners, and thought leaders hold over 35 of the most trusted, prestigious, and valued certifications and accreditations in the financial services industry!

IFW Leadership

ERIK SUSSMAN CFP,ChFC,CLU

Erik Sussman is the CEO and Founder of the IFW and brings over 26 years of financial services experience, success, and insight to his role. At the age of 22, Erik entered the financial services industry after graduating from the University of Maryland.

He started his career in New York City as a junior financial professional and just two years later was promoted into sales management and started mentoring others. In 1998, at the age of 26, he became the youngest ever Executive Vice President, for an international financial services conglomerate, guiding the direction of the Southern California Region.

In 2006, Erik relocated to South Florida and went on to become CEO for two Fortune 500 financial services firms leading and mentoring hundreds of financial professionals for over 15 years.

Throughout his career, Erik has won over 30 awards for his thought leadership, recruitment and development of financial professionals, and success at connecting financial professionals with consumers seeking financial guidance.

Erik is a Certified Financial Planner®, Chartered Financial Consultant® and Chartered Life Underwriter. Additionally, he is a Registered Investment Advisor and holds a B.S. from the University of Maryland, College Park. Erik has served as a Board member of Junior Achievement & Jewish Federation of Broward County.  He currently lives in Fort Lauderdale, Florida, surrounded by close family, friends, and his pride and joy, his beautiful daughter, Olivia.

DISTINGUISHED ACCOMPLISHMENTS

25+ years financial services experience

CEO of a Fortune 500 financial services company

Chartered Life Underwriting designation

Certified Financial Planner® designation

5000+ people helped

1000+ successful financial scenarios

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