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 · Mitigate the Effects of Market Volatility · Never Run Out of Money
America’s Most Trusted Retirement Webinar
WEBINAR SCHEDULE
Wednesday, November 9th
2:00 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
Good news you’ll also be entered into the Ultimate Retirement Dream Sweepstakes! Click here to learn more!
What if I told you there are proven strategies you could use to achieve the optimal retirement?
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!
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 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.
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
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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