The Institute of Financial Wellness Bewertungen 288

They showed me everything with facts. This allowed me to trust every move I made with my money. They are very honest and talked to you like you were family to them. It's clear that their intentions are to help.

They were helpful and provided good services. Answered questions and were willing to help.

Only general information on retirement planning provided, nothing in depth or particular.

I attended the webinar after it had started, however, in that short time I learned a lot! It is obvious, that these gentlemen are very knowledgeable, and sincere about the retirement information they are sharing. I will definitely join the webinar again, from the beginning the next time, to gain even more valuable advice on retiring!

Great opportunity to learn about how to prepare for retirement or to improve your strategy during your retirement. Sign up for the roadmap discussion with a professional. Beneficial information that will hopefully help you have enough money during retirement to live your best life.

I've been/seen several of these seminars and this one was the worst one by far. I would rate these one 2 stars. The main presenter talked very fast. They sounded like used car salesman looking only for the folks with huge savings- based on the figures presented in their examples on the slides presented and responses to those who wrote in with questions. Bring your multi-millions to them and they will be happy to help you. Who wouldn't? To be honest, their presentation was a turned off. Thoroughly disappointed.

Much more interesting and informative than I expected. I actually signed up for a session.

I found the information so valuable. I signed up for the roadmap consultation.

Not intimidating . Answered all questions . Friendly . Inviting .

Very knowlegeable speakers, easy to comprehend the information shared, professional staff and covered more than one area of financial wellness.

This IFW financial advisor group is wonderful!! The meeting was live! My internet connection wasn’t the best, but the building next door to me was being serviced and I think that’s why. REES was our chat room host and responded to EVERYONE’s technical issues and constantly reposted links so that participants could sign up for another meeting in case people came in late or missed parts of the presentation. Mind you this was a FREE seminar and the guest speakers MR SUSSMAN and SCOTT answered everyone’s questions!!! There were over 100 of us at this seminar so lots of Q&A. NO PRESSURE SALES , just straight up information and the possibilities of a better future. While I don’t doubt that there will be fees later on to work with an advisor, my 401k charges me a fee anyway, and the representative for my company is not as thorough as these gentlemen were… I am going to bring my 20s daughters to the next seminar!!!

Learned a lot . Thank you.

Critical retirement issues were touched on, which was greatly appreciated. At this point it would be difficult to do much more. It's a very good first step.

The webinar was very informative. It explained in detail IRA conversion, fixed indexed annuity, reverse mortgage. The examples shown were helpful.

This is very informative and they have knowledge and experience. I loved it.

The information given was illuminating and extremely important for me since I just hit the retirement years.
Thank you so much for the presentation
Looking forward to more informational workshops, seminars, etc.

Thanks again - Martha Acero