The Wharton program commenced with 50 hours of intensive study taught by 10 Wharton School faculty members over a weeklong period. It was led by Dr. Olivia Mitchell, the International Foundation of Employee Benefit Plans Professor at The Wharton School. She is also Professor of Insurance and Risk Management, and Professor of Business Economics and Public Policy. Topics covered included:
Understanding the Retirement Marketplace
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
Individuals who complete the retirement planning education program at Wharton are required to complete ongoing continuing education provided by Wharton’s Learning Continuum and AXA Equitable.
“AXA and The Wharton School have developed an extraordinary program focused on concepts and issues for the At Retirement® marketplace,” said Dr. Mitchell, the academic director for the program. “Selected on the basis of their work in value and relationship management, participants will strengthen their retirement risk-management and financial asset allocation techniques for their clients in the future.”
“The Wharton School is extraordinarily engaged with the AXA leadership in linking top-notch financial sector producers and academics, communicating “outside the box” thought on financial strategy and decision-making for the At Retirement® marketplace,” Dr. Mitchell said.
Eleonora is from Essex County, NJ where she has lived most of her life close to her extended family. She graduated from Rutgers University in 2000, where she earned two bachelor’s degrees – in English and in Theatre Arts. Upon graduation, she moved to NYC to work with producers of Broadway and Off-Broadway shows. She house-managed an Off-Broadway theater for three years before pursuing her MBA degree.
Eleonora, after completing her MBA at Fordham Graduate School of Business in 2005, joined AXA Advisors LLC as a Financial Consultant. She was promoted to District Manager in 2008.
She won AXA Advisors Management Development Awards in 2008 and 2010. Those were followed by two National Builders Trophies in 2012 and 2013. She also received the GAMA International Management Award for four consecutive years in a row.
Eleonora relocated to the Indianapolis area in April 2015 to join the established financial professionals who, over decades, continue to maintain a paramount reputation. She aims to promote the further growth of the AXA Advisors’ presence throughout the region.
Since her move to Indianapolis, Eleonora has joined the Columbia Club located in downtown Indianapolis, and the Central Indiana Region Porsche Club of America with her husband. She’s really enjoyed meeting many local professionals, especially resulting from her involvement with the Indy Chamber and OneZone.
Founded in 1881 as the first collegiate business school, The Wharton School of the University
of Pennsylvania http://www.wharton.upenn.edu/ has approximately 5,000 undergraduate, MBA,
and doctoral students, more than 9,000 participants in its executive education programs
annually, and an alumni network of more than 90,000 worldwide.
Financial services available to individuals and business owners through AXA Advisors, LLC include: strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity
products are available through AXA Network, LLC..