Heart-repreneur® Radio | Episode 278 | The Changing Dynamics Related to Retirement with Dr. Gregg Lunceford
Heart-repreneur® Radio · Terri Levine
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Show Notes
Dr. Gregg Lunceford is a retirement researcher, and a 25+ year veteran in the financial services industry. He is a subject matter expert and writes and researches on retirement transition. Dr. Lunceford is a contributor to Forbes Finance Council and other publications. During his banking career he has held several roles in Wealth Management and Corporate & Investment Banking for large corporate institutions. Dr. Lunceford currently serves as a wealth advisor to individuals, families and organizations.
Dr. Lunceford earned a BBA from Loyola University of Chicago, an MBA from Washington University in St. Louis, and a Ph.D. in Management from Case Western Reserve University in Cleveland, OH where he conducted studies on retirement. He is a Certified Financial Planner™ professional and holds a Certificate in Financial Planning Studies from Northwestern University. Dr. Lunceford is also a registered financial advisor with the NFL Players Association. Dr. Lunceford is a native of Chicago and serves on various non-profit boards in the community. He is married and the father of two children.
Follow Gregg:
LinkedIn: https://www.linkedin.com/in/gregg-lunceford-phd-cfp%C2%AE-3aa83a15/
Twitter: https://twitter.com/GreggLunceford
Official Heart-repreneur® Site: