The IFW Retirement Roadmap Promise!!!

Hello, I’m Erik Sussman, CEO & Founder of The Institute of Financial Wellness.

Congratulations on signing up for your IFW Retirement Roadmap. I want to make you a promise!   We will do everything we can, to ensure you have a delightful and valuable Retirement Roadmap Experience.

Please watch this video I made for you (less than 1 minute long).

The roadmap, along with guidance from your Certified IFW Financial Professional, will help you:

• Lower or possibly eliminate your taxes in retirement

• Mitigate the effects of market volatility on your portfolio.

• Make sure you never run out of money in retirement.

Remember, every IFW Financial professional is thoroughly vetted, qualified, and experienced so I am sure you will enjoy a valuable and productive meeting.

We are excited to help you “Get There”!

Sincerely,

Erik Sussman

IFW Ceo & Founder

Here is some additional IFW content I thought you might valuable and enjoy, check it out:

IFW’s Retirement Guide

IFW’s 401(k) Savings & Investment Guide

IFW’s Array of Financial Calculators

Evan S. Sussman( Senior Vice President )

Evan Sussman is honored to serve as Senior Vice President for IFW.  Evan has been a successful financial professional for over 17 years.   On December 24th 2019, Evan was diagnosed with Stage 3 cancer, and is currently on the road to full recovery.  He is forever indebted to the doctors, nurses, and staff that took care of him.  Evan has dedicated his career to helping people secure their financial health and well-being.

Prior to IFW, Evan was an Agency Sales Director at MassMutual South Florida from 2012 to 2019.  Evan began his financial services career in 2003 with AXA Advisors in Los Angeles, CA. He immediately became a role model and leader in helping his clients effectively meet their financial goals for retirement, college and insurance planning.  In 2006, he moved to South Florida and joined John Hancock in Miami as one of their top financial advisors and later transitioned to Mass Mutual.