Marcia Mantell is a highly sought after speaker who leaves the audience wanting more! She delivers keynotes and presentations on a breadth of retirement topics.

Presenter at Retirement Industry and Client Events

Often invited to speak at retirement industry conferences, client events, and advisor roadshows, Marcia Mantell has a flair for engaging with her audiences.  She frequently presents at Retirement Plan Participant and Advisor Practice Management events across the country, helping thousands of pre-retirees better prepare for the realities of retirement.

Here are just a few samples of the wide-ranging keynotes Marcia has delivered:

Financial Services Industry Events

• Find a New Niche:  Become a Retirement Specialist – Pershing INSITE – for advisors and brokers
• Talking to Baby Boomers One-on-One – FRA IRA Rollover Summit for retirement industry professionals
• Designing your Retirement: A New Program for Growing Your Retirement Business – major Bank Broker/Dealer and its financial advisors
• Transitioning to a Retirement Income Practice – Hilliard Lyons Financial Consultant Forum

Retirement Industry Conferences

• Keys to Building a Successful Retirement Income Practice – ASPPA Retirement Annual Conference for Recordkeepers
• Communicating Retirement Realities to Consumers:  Developing Dialogues – Retirement Income Industry Association (RIIA) – industry thought leaders, researchers, advisors, and academics
• Ready to Retire? – PenServ Academy  – Retirement Industry home office professionals
• Retirement Income Planning in the “New Normal”  – Large financial firm sales meeting  for financial advisors
• Regional Retirement Roadshows – Cross-country events for a large bank broker/dealer
• Co-hosted several RIIA Conferences

University and Consumer Events

• The Retirement Opportunity and Small Business Plans – Bentley University Graduate School of Financial Planning – Guest Presenter
• Your Financial Future – Tufts University
• iBudget Workshop – Salem, NH  Public Schools