Gregg Mahalich
Retirement planning specialist, that retired!
- Role
- Board of Advisors at Income Lab
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Gregg Mahalich
Vastly improve the client experience with retirement planning as an ongoing service. Set your practice apart by replacing static planning with dynamic income planning. Easily incorporate retirement income plan monitoring and management into your practice.Go to:
Experience
Board of Advisors
Jun 2024 — Present · Minneapolis, MN, US
Education
University of Minnesota Duluth
Bachelor of Arts (B.A.), Business/Corporate Communications
Skills
- Series 6
- Series 24
- Series 63
- Alternative Investments
- Separately Managed Accounts
- Series 7
- Variable Annuities
- Fixed Annuities
- Series 65
- Mutual Funds
- Retirement
- Retirement Planning
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