Master Your Retirement Plan: Live Insights in 22 Minutes

Next session: Maximizing Retirement Protection with Insurance Products

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The IFW Retirement Score
Live Education Session

Friday, 1:00 pm EST

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The Institute of Financial Wellness, LLC is a fiduciary registered with the U.S. Securities and Exchange Commission as an investment advisor.

Join Our Exclusive 22-Minute Live Education Session!

Are you ready to take control of your retirement planning and secure a future filled with joy and peace of mind? Our expert-led 22-minute live education sessions are designed just for you.

What You’ll Learn

  • Understanding and Improving Your Retirement Score: Learn how to assess your retirement readiness and take actionable steps to enhance your score.
  • Effective Retirement Planning Strategies: Discover proven methods to ensure your financial stability and achieve your retirement dreams.
  • Weekly New Topics: Stay informed with fresh and relevant insights each week, tailored to help you navigate your retirement journey.

Why Attend?

  • Expert Guidance: Benefit from the knowledge and experience of our seasoned financial professionals.
  • Invaluable Knowledge: Gain insights that can transform your retirement planning and help you live your best life in retirement.
  • Interactive Sessions: Engage with experts and get your questions answered in real-time.
Speaker Erik Sussman

About the speaker

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. Erick 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.

Take the next step

Ready to take the next step and uncover your retirement score?

Secure your spot for a personalized roadmap review – the key to unlocking your retirement success.

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