For nearly 30 years, Marcia Mantell has helped the country's foremost financial services firms and their advisors increase their knowledge of complex retirement concepts and regulations. She has a remarkable ability to translate those concepts into everyday language that educates and motivates real people to take the right steps to achieve the retirement they desire. As the President of Mantell Retirement Consulting, Inc. (est. 2005) she regularly partners with financial institutions and advisors to help them support their customers across the retirement spectrum − saving, transitioning, creating income to last a lifetime. Known for “translating” technical economic and investment jargon and complex retirement tax regulations into language that consumers can understand, she has developed innovative retirement income planning workshops, engaging content, and comprehensive retirement education programs. She has in-depth knowledge of Social Security and Medicare and helps simplify these critical retirement programs.
She brings an impressive amount of retirement knowledge—along with her signature enthusiasm and energy—to people working hard to achieve their retirement goals. She frequently presents at conferences and industry events, and is often interviewed by industry journalists. She is a contributing columnist for Life&Health Advisor Magazine and Retirement Daily. Her first book, What’s the Deal with Retirement Planning for Women? is a treasure trove of practical retirement information. Her second book, What’s the Deal with Social Security for Women? was released September 2019. And her long-running blog, BoomerRetirementBriefs.com, showcases Baby Boomers and their creative approaches to retirement.
3 bullet points of course objectives (what are the attendees going to learn)
● Key elements of the Social Security program, including the purpose of one’s Full Retirement Age, how benefits are calculated, and the 4 claiming categories
● The A-B-C-D of Medicare – what the various parts are, how they work, how much they cost and when to enroll in each part to avoid costly penalties
● Resources and tools readily available to help make decisions and to follow proper procedures for making timely decisions either/or video or sentences (brief) of why you agreed to contribute to this program--how important this info is for financial planners
● Social Security and Medicare are the foundation programs for creating retirement income. If clients make the wrong decisions, they can put their retirement security at risk. Financial Planners are key to helping clients make the best decisions possible, yet, they often don’t have the depth of knowledge necessary to help clients make optimal
decisions. This overview course will lay a solid foundation for Financial Planners and provide key resources to use well before decisions need to be made.
● I frequently hear from financial professionals that there isn’t a convenient or efficient way to learn about Social Security or Medicare. Their clients are asking for help. It’s critical to empower financial planners with the information they need to help their clients get the most from Social Security and protect their long-term financial picture from the costs of a major health event.