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
- The Changing Nature of Retirement Income Planning – Cerulli/MMI
- Social Security and Medicare Facts and Figures – Financial Advisor Forum
- Is There Such A Thing As Work-Life Balance? – Women in Pensions Network
- 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
- Social Security: Addressing Critical Issues for Clients – Investments & Wealth Institute Retirement Management Forum
- Uncovering Social Security Secrets – Investments & Wealth Institute, RMA Class at ACE
- Demystifying Medicare – National Asset Management Firm and its Financial Advisors
- Medicare: Parts, Premiums, Penalties – Large Recordkeeper’s top Financial Representatives
- Medicare: Parts, Penalties, and Premiums for High Income Clients – Executive Services Advisors
- Boomers and Their Need for Lifetime Income – Corporate HR Event
- Reality of Healthcare in Retirement – and Why Employees Are So Scared – Corporate HR Event
- 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
- Becoming a Financially Fearless Female – McCarter English Women’s event, KPMG’s Women’s event
- Becoming a Financially Fearless Female after Fifty – South Shore Senior Expo
- Building a Strong Financial Household: 3 segments – in your 20s/30s; in your 40s/50s; in your 60s – various employee groups
- Shining a Spotlight on Women’s Financial Literacy – Altrusa International District One Workshop
- Navigating Medicare and All Its Parts – series of informational presentations for large financial firm
- Uncovering Social Security’s Secrets – Instron’s Women’s Event
- 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
