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.
These two powerful Federal programs serve as the foundation to most every client’s retirement income. They are tightly wound together, with intricate rules and applications. The actions a client takes with one program directly impacts the other. Get it wrong and there are costly and permanent penalties to pay.
Each program on its own is complicated and confusing. Link them together and it’s a recipe for disaster. Join us for a lively conversation about what every advisor needs to know to help clients navigate these retirement waters. Take away new tips and key discussion points to share with every client who thinks they’re ready to jump into the fray.