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You are here: Home / Dynamic & Engaging Keynote Speaker

Dynamic & Engaging Keynote Speaker

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

Marcia Mantell Retirement KeynoteOften 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

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Contact Marcia Mantell

781-559-8260
 
Marcia Mantell
Mantell Retirement Consulting, Inc.
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