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. Whether in-person, on-virtual, or prerecorded, her sessions are full of life and enthusiasm.
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
- Uncovering Social Security Secrets, Advisor Edition – Investments & Wealth RMF –Livestream & On-Demand
- Social Security and Medicare Integration – Investments & Wealth Institute, ACE Unplugged
- Social Security Basics, Medicare A-B-Ds – Plan4Life Online Elder Planning Certificate Course
- 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
- 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
- Uncovering Social Security Secrets, Consumer Edition – Retirement Daily on The Street
- 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
- 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