Lewis Hershey

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Professor of Marketing, Co-Director, Special Needs Planning & Policy Center

Marketing

 Owen

734.487.3323

[email protected]

Education

  • Ph. D. Louisiana State University
  • MA and BA The University of North Carolina at Chapel Hill
  • Licenses: Series 7, 63, 65, Life, Accident, and Health; Variable Life; Variable Annuity
  • Certificate in Risk Management, College of Financial Planning

Professional Summary

Dr. Hershey is a Professor of Marketing at Eastern Michigan University. He also serves as the Director of the EMU Sales Center and as Co-Director of the Special Needs Planning & Policy Center (with Annemarie Kelly in the CHHS). As an academician, Dr. Hershey has published widely in scholarly journals in such fields as financial planning, marketing theory, management theory, leadership, marketing education, information-processing and communications theory, narrative and literary criticism, intercultural communication, and classical rhetoric. Prior to coming to Michigan, he has taught at major universities in North Carolina, Louisiana, Missouri and Georgia. He is a former financial planner and business owner. As a consultant, Dr. Hershey created the first-to-market PowerPoint-based lecturing/learning systems for college textbooks. He has authored over fifty lecture supplement projects in support of major business textbooks in a wide variety of business fields, seen by over 3 million MBA candidates and undergraduate students. Dr. Hershey's computer-based lecturing systems have been used to support textbooks in marketing principles, marketing management, principles of management, organizational behavior, human resource management, strategic management, public relations, advertising, consumer behavior, business law, introduction to business, business communications, sociology, anthropology, production and operations management, economics, computer information systems, and engineering materials. 

Research Interests & Projects

Since 2015, Dr. Hershey's research interests have concentrated on the financial planning needs of individuals and families with special needs issues. This research in turn supports how retail financial service professionals plan for and market their services to clients with special needs. His research has appeared in several journals including Journal of Financial Service Professionals, Academy of Marketing Studies Journal, Journal of Information Privacy and Security, Qualitative Marketing Research, Review of Business Research, Journal of Business and Leadership, Health Marketing Quarterly, International Journal of Commerce and Management, Services Marketing Quarterly, Anthropology and Humanism Quarterly, Southern Speech Communication Journal, Rhetoric Society Quarterly, Academy of Educational Leadership Journal, and the Marketing Education Review.

Selected Publications

 

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2021), “A 50-State Review of Guardianship Laws:  Specific Concerns for Special Needs Planning,” Journal of Financial Service Professionals, 75, (1) (in press, January).

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2020), “Implementing Guardianship Policies in Special Needs Planning: Five Potential Positives,” Journal of Financial Service Professionals, 74, (6) 49-63.

Kelly, Annemarie, Lewis Hershey and Christina Marsack-Topolewski (2020), “Implementing Guardianship Policies in Special Needs Planning: Five Possible Pitfalls,” Journal of Financial Service Professionals, 74, (5) 42-54.

Hershey, Lewis, and Annemarie Kelly (2019),"Using Roth Conversions of Legacy Retirement Plans to Fund Special Needs Planning," Journal of Financial Service Professionals,” 73, (2) 80-88. Second place, Kenneth Black Jr., Journal Author Award 2019, Society of Financial Service Professionals

Kelly, Annemarie and Lewis Hershey (2018), "A 50 State Review of ABLE Act 529A Accounts," Journal of Financial Service Professionals, 72 (2), 69-84.

Hershey, Lewis, Annemarie Kelly and Boris Abbey,(2017), "Enabling ABLE: Five Potential Positives for Implementing the ABLE Act," Journal of Financial Service Professionals, 71(2), 60-68. First place,  Kenneth Black Jr., Journal Author Award 2017, Society of Financial Service Professionals

Hershey, Lewis, Annemarie Kelly and Boris Abbey,(2017), "Disabling ABLE: Five Possible Pitfalls When Implementing the ABLE Act," Journal of Financial Service Professionals, 71(2), 70-78.

Abbey, Boris and Lewis Hershey (2016), "Does the ABLE Act Enable the Wealthy and Disable the Poor?" Journal of Financial Service Professionals, 70 (2), 46-52.

Hershey, Lewis, Boris Abbey, Terry Stanaland, and Terry Owens (2015), "When to Stretch and When NOT Stretch an Inherited IRA: The Special Case of the Special Needs Trust," Journal of Financial Service Professionals, 69 (2), 59-66.

Dubas, Khalid Lewis Hershey and Saeed Dubas (2015),"An Evaluation of the Walk-in and Online Counterparts of Leading US Stores," Academy of Marketing Studies Journal, 91, (1), 166-176.

Professional Affiliations

  • The Society of Financial Service Professionals
  • The American Marketing Association
  • The Society for Marketing Advances

Additional Information

Curriculum Vitae

Download Dr. Hershey's CV [PDF]