By submitting this form, you agree to receive recurring automated promotional and personalized marketing text messages (e.g. event reminders) from IFW at the cell number used when signing up. Consent is not a condition of any purchase. Reply HELP for help and STOP to cancel. Msg frequency varies. Msg & data rates may apply. View Terms & Privacy.
sessions are about 1 hour + extra time for questions
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!
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
I’m not a IFW Member. Can I join? You sure can. The sessions are complimentary for existing alumni and new friends.
What if I register but can't make it? It’s all good. We record our sessions and send them out once the webinar is completed.
Will the session be recorded? Yes we do record the webinars but they are only available for a limited time.
Can I ask questions? 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.