Thursday, March 24th
7:00 pm EST
Host: ERIK SUSSMAN CFP,ChFC,CLU Special Guest: TOM HEGNA CLU, ChFC, CASL
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!
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!
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
“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.
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
Erik Sussman is the Chairman and Founder of the IFW and brings over 25 years of financial services experience, success and insight to his roles, to improve the lives of clients, associates, and to make a difference in the community.
From 2012 – 2020 Erik served as the South Florida CEO of a Fortune 500 financial services company. Erik has extensive experience developing and increasing the growth and development of companies and financial associates he has worked with. He has received numerous industry awards for his leadership and management skills.
Erik entered the financial services industry right out of college in the greater New York area, and was quickly promoted into sales management. In 2000, at the age of 26, he became an Executive Vice President.
Erik believes that everyone’s economic and life situations are unique. Personalized service is essential when matching clients with the right financial services and advisors. Local residents and businesses rely on us to help them secure their financial futures, and our commitment doesn’t end there. “Our community involvement is deeply important to us and our time and resources invested are additional reasons we will continue to earn the trust from so many in the South Florida area.”
Erik is currently on the Board of Directors at Junior Achievement in Broward County, and the Board of Directors at Jewish Federation/Broward County. He has earned the Chartered Life Underwriting, Certified Financial Planner® and Chartered Financial Consultant® designations and holds a B.S. from the University of Maryland, College Park. He lives in Fort Lauderdale and enjoys spending time with his beautiful daughter, Olivia, family and friends.
Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into 5 books.
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.
The Institute of Financial Wellness, LLC is a fiduciary registered with the U.S. Securities and Exchange Commission as an investment adviser. By registering you agree to receive automated reminders & personalized marketing messages from IFW at the email/cell # used when signing up. Msg frequency varies. Msg & data rates may apply.
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Thursday, 24 March 2022, 7:00pm EST
Round Trip Airfare & Transportation
3 Nights & 4 Days at the New Four Seasons Beachfront Hotel in Fort Lauderdale Florida
Breakfast, Lunch, & Dinner Included Every Day
Luxury Boat Cruise on Fort Lauderdale’s Famous Intra Coastal
Personal Driver on Call Everyday