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Marcia Mantell, RMA®, NSSA®

President, Mantell Retirement Consulting, Inc.

Marcia Mantell is the president of Mantell Retirement Consulting, Inc. She has 30 years of industry experience, partnering with the country's foremost financial services firms and advisors. She helps them increase their knowledge of complex retirement concepts and regulations, Social Security and Medicare, then translates those concepts into everyday language that educates and motivates real people to take the right steps to achieve the retirement they desire. She is the author of two books, What’s the Deal With® … Retirement Planning for Women?, and What’s the Deal With® … Social Security for Women? and blogs at BoomerRetirementBriefs.com. She contributes to such e-publications as Advisor Magazine and Retirement Daily and is frequently quoted in the press. She earned a BA from the University of Rochester.

Workshop 3/Workshop 9: Social Security: Addressing Critical Issues for Clients

Social Security plays an integral role for those already in or preparing for retirement. Can you answer all of your clients’ questions about this important benefit program? Discover the essential elements, rules and regulations, eligibility requirements, available benefits, taxation issues, employee and spousal requirements (current and ex-spouses), and more with one of the nation’s leading subject matter experts on retirement.

Friday, May 29, 2020

9:45 – 10:35 a.m.


11 – 11:50 a.m.