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Institute of Financial Wellness Opens Center for Financial Education Programs in Fort Lauderdale

The facility provides unbiased financial education, resources and services in South Florida.

| SFBW Staff

The community can now benefit from the grand opening of the first brick-and-mortar center of the Institute of Financial Wellness (IFW), a comprehensive multi-media network providing financial education, resources and services. The center aims to highlight the Retirement Roadmap Experience, which is the marquee program of IFW. It is near downtown Fort Lauderdale and I-95 at 1400 NE 4th Ave. Informative events focused on retirement education, as well as a range of financial wellness programs, including some tailored to kids and teenagers, will be held on-site by the team.

“At the end of the day, our goal is to establish clear, engaging, fact-based financial education, resources, and services,” Darren Sussman says, IFW President and Co-Founder. “The opening of our first in-person location will only help us bolster this mission.”

The IFW is a unique multi-media platform that offers free access to various financial information and resources to assist individuals in developing personalized strategies for every stage of life. With a team of financial service experts, digital media veterans, and financial professionals, the IFW has created the first-of-its-kind platform. Additionally, customers can utilize the Financial Professional Network to implement their customized plans.

“With the success of our digital platform, we wanted to make a valued connection and get face to face with our audiences,” Erik Sussman says, IFW CEO and Co-Founder. “We are looking forward to all we have planned for this space.”

IFW’s Retirement Roadmap Experience is set to benefit from the new center, which offers programs for both pre and recent retirees and those still in the savings stage of life. The program aims to increase the probability of retirement success by providing strategies to help people lower or possibly eliminate taxes in retirement, protect their portfolio from market ups and downs, and get the most retirement income while ensuring they never run out of money. In addition, the team is preparing to launch its “Kids & Money” program, which will provide fundamental financial education and student loan support for ages 5 to 18.

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