Click Register Now and Your Seat Will Be Saved!
Tuesday, February 22nd
7:00 pm EST
Host: ERIK SUSSMAN CFP,ChFC,CLU
An industry expert with more than 25 years’ experience in financial services. Erik has a proven ability to create and implement profitable plans to secure the financial future of his clients.
Live Chat Q&A
Live chat is limited to 100!
People Currently Saving Money For the Future
People Seeking Saving Strategies For The Highest Distributions Later
People Interested In Creating Wealth For Themselves and Their Family
“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.
Every attendee will have the opportunity to receive their very own custom IFW Wealth Maximizer Report that will show how to increase your future income distributions by 30 to 40%!
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.
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
You sure can. The sessions are complimentary for existing alumni and new friends.
Yes we do record the webinars but they are only available for a limited time.
It’s all good. We record our sessions and send them out once the webinar is completed.
Absolutely! These sessions are for you. Bring your questions and participate during Q&A.
IFW provides advertising services for Financial Professionals. When you provide your contact information, your IFW Concierge will introduce you to up to five Financial Professionals that are in your geographic area. It is up to you to interview the Financial Professionals and decide whether you want to hire them. If you decide to hire a Financial Professional, you will enter in an agreement directly with that Financial Professional to provide you with financial services. The Financial Professionals agree to comply with certain general financial principles that are consistent with IFW’s philosophy but IFW does not monitor nor control the services that Financial Professionals provide. IFW is not affiliated with any Financial Professional and neither IFW nor any of its representatives are authorized to provide advice on behalf of a Financial Professional or to act for or bind a Financial Professional. Financial Professionals offer their services as registered representatives affiliated with broker/dealers and licensed providers of fixed income and insurance products, and are compensated by licensed providers of such products. Where permitted by law, IFW receives a portion of the compensation paid in connection with products you acquire, but these costs are not passed along to you. IFW does not receive any compensation for securities or investment advisory services provided by Financial Professionals. Financial Professionals offer their services as registered representatives affiliated with broker/dealers and licensed providers of fixed income and insurance products, and are compensated by these providers.IFW does not receive, control, access or monitor client funds, accounts, or portfolios and does not warrant any services of any Financial Professional. IFW makes no claim or promise of any result or success of retaining a Financial Professional. Your use of any IFW service, including the decision to retain the services of any Financial Professional, is at your sole discretion and risk. The contact links provided connect to third-party sites; IFW and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.
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Tuesday, 03 May 2022, 7:00pm EST