JOIN IFW FOUNDER & CEO ERIK SUSSMAN CFP, ChFC, CLU FOR A LIFE CHANGING WEBINAR, Q&A, AND LIVE CHAT:

THE IFW RETIREMENT ROADMAP WEBINAR

Lower or Eliminate Taxes in Retirement · Protect Your Portfolio From Market Ups & Downs · Get the Most Retirement Income & Ensure Your Never Run Out of Money

America’s Most Trusted Retirement Webinar



WEBINAR SCHEDULE

This Monday
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!

AS SEEN ON

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.

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!

ABOUT THE SPEAKER

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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