Legacy Wealth Strategies Partner Stan Swinson, ChFC, CLU Attends At Retirement® Forum
Raleigh-based Legacy Wealth Strategies announces today that firm partner Stan Swinson, ChFC, CLU, a financial professional, recently attended the AXA Advisors, LLC,At Retirement® Forum held at The University of Pennsylvania’s Wharton School of Business.
Swinson has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and is one of nearly 700 financial professionals nationwide to complete this retirement planning education program. His participation in this forum is part of his ongoing commitment to continuing education and helping individuals plan for a comfortable retirement.
The Wharton/AXA Equitable retirement education program is a customized program developed for AXA Equitable to provide AXA Advisors’ financial professionals with intensive training in retirement planning. The Wharton School is recognized around the world for its academic strengths at every level of business education.
The Wharton Summit consisted of two days of workshops taught by Wharton School faculty and industry experts. It was led by Dr. Olivia Mitchell, the International Foundation of Employee Benefit Plans Professor of Insurance and Risk Management at The Wharton School. Topics covered included but were not limited to:
- Redefining Retirement
- Integrating Social Security and Medicare into Retirement
- Real Issues of Long Term Care Insurance for Today & Solutions for Tomorrow
“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.
Swinson earned his Bachelor degree from the University of North Carolina at Chapel Hill. Committed to professional education, he has earned designations including Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He also earned the Certificate in Retirement Planning offered by the Wharton School of the University of Pennsylvania.
Swinson has been honored with numerous company and industry awards for his outstanding professional performance, including Centurion and Circle of Excellence in the last eight years and was recognized in 2011 with Hallmark I. He is also a partner in Legacy Wealth Strategies, which is affiliated with AXA Advisors, LLC
He is active in community and professional organizations including the Durham/Orange Estate Planning Council Board of Directors, and the Cape Fear Rotary Club.
Founded in 1881 as the first collegiate business school, The Wharton School of the University of Pennsylvania http://www.wharton.upenn.edu/ has approximately 4,600 undergraduate, MBA, and doctoral students, more than 8,000 participants in its executive education programs annually, and an alumni network of more than 80,000 worldwide.
The AXA Advisors Raleigh branch is located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. For more information on AXA Advisors, visit www.axa-equitable.com
About Legacy Wealth Strategies:
Legacy Wealth Strategies focuses on financial planning and wealth management strategies, business succession planning and risk management services. Formed in 2004, the firm provides forward-thinking and cost-effective financial strategies to its clients, helping them toward reaching their financial goals and achieving financial independence. Associates of Legacy Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
Legacy Wealth Strategies and the AXA Advisors Raleigh office are located at 3201 Beechleaf Court, Suite 450, Raleigh, NC 27604. 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. Visit www.legacyws.com or call 919.341.1639 for more information.
About AXA Equitable:
In business since 1859, AXA Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance and annuities as well as financial strategies, and investment products and services through its affiliate, AXA Advisors, LLC. The company’s products and services are distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.
AXA Equitable, a subsidiary of AXA Financial Inc., is part of the global AXA Group, a worldwide leader in financial protection strategies and wealth management. “AXA Group” refers to AXA, a French holding company for an international group of insurance and financial services companies together with its direct and indirect consolidated subsidiaries. While a part of the AXA Group, AXA Equitable is solely responsible for its annuity and life insurance obligations. For more information, visit www.axa-equitable.com.
Securities products are offered through AXA Advisors, LLC, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, AXA Network, LLC and its subsidiaries.