Presentations

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, including her areas of expertise in planning for retirement, Social Security, and Medicare. 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, employer educational workshops, and advisor roadshows, Marcia Mantell has a flair for engaging with her audiences. She frequently presents to plan participants and at advisor client events across the country, helping thousands of pre-retirees better prepare for the realities of retirement.

Here are some samples of the wide-ranging keynotes Marcia has delivered:

 

Retirement 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

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

 

Financial Services and Advisor 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

 

Employer, Consumer, and University Events

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

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

What Clients Say

The three days were awesome. You did a lot of work putting this together, and you had 6 very different individuals to train. I learned and laughed for three straight days!”

Financial Advisor and CFP® at large financial firm, after 3 days of technical retirement and Social Security content and presentation training