The Wharton Experience

Richard J. Russillo, Jr. CFP®, ChFC, CLU has earned a Retirement Program Certificate from The Wharton School of the University of Pennsylvania, for completing the AXA Equitable At Retirementsm education program. Only a select group of AXA financial professionals nationwide complete this elite program.

The Wharton School is recognized around the world for its academic excellence at every level of business education.

The certificate curriculum was developed for AXA Advisors' financial professionals to provide a higher level of preparation and knowledge to best serve the retirement planning needs of their valued clients. This weeklong course included 50 hours of intensive study taught by 10 Wharton School faculty members. Topics covered included:

  • Identifying, Mitigating and Insuring Retirement Risks
  • Medicare and Social Security - Dealing with Institutional Risk
  • Asset Allocation and Diversification
  • Real Estate in the Retirement Portfolio
  • Estate Planning and Tax Issues in Retirement

The Wharton program is part of AXA's overall commitment to providing clients with the most comprehensive and up-to-date advice on a broad range of financial topics related to retirement. AXA chose Wharton because of its leadership in management research, education and knowledge creation.

Focusing on specific concepts and issues that are most important to the "At Retirement" generation, AXA Advisors and The Wharton School developed this comprehensive program. Selected on the basis of their value-based approach to relationship management, participants worked to strengthen their retirement risk-management and financial asset allocation knowledge and methodology.

Richard works with individuals and business owners to help them define their retirement goals and formulate strategies to help meet their unique needs and objectives.

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