Wednesday, June 29th
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!
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.
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.
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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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
Wednesday, 29th June 2022, 7:00pm EST