Retirement Planning

Adam Kazalski and James Quirk have earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and been awarded AXA Advisors' Retirement  Planning Specialist title for completing the AXA Equitable At Retirement® education program. Only a select group of AXA Advisors 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.

Focusing on specific concepts and issues that are most important to the At Retirement® generation, AXA 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.

Adam Kazalski and James Quirk work with individuals and business owners to help them define their retirement goals and formulate strategies to help work toward pursuing their unique needs and objectives.

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
  • Qualified and Non-Qualified Plans and their Roles in Retirement Planning
  • 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