About Marcia

Marcia Mantell, a nationally-recognized expert in retirement income planning, provides advisor coaching for Women & Income. The author of two books on retirement planning for women, Marcia has a wealth of experience in helping advisors maximize their success working with women investors.

Marcia will provide two personal coaching sessions to teach you the unique skills and insights she has developed. She is also able to serve as an ongoing resource as you expand your business with Boomer women.

Marcia's Books

"Marcia's expertise is reflected in her two books on financial planning for women. Her 'What's the Deal' series addresses critical concerns women have related to retirement planning and Social Security. Marcia's 30-year background in the retirement business includes deep knowledge of income planning as well as the financial advisory business. Combined with her unsurpassed coaching skills, Marcia's coaching of the advisors offering Women & Income will be nothing less than invaluable."

David Macchia, Founder, Wealth2k, Inc.
Marcia Offers
  • Advisor coaching
  • Proprietary presentations such as
    “Why Sex, Sports and Scare Tactics Won’t Work with Women.”
  • Client meetings (Zoom)
  • Planning consultations
  • FA event presentations
  • Expert advice on Social Security & Medicare
  • "Ladies Night Out" - presentations and conversations about retirement.
    These targeted presentations are specifically designed for divorced women, widows, or married women.
Marcia Mantell Client Seminars
  • Cliff Diving: Taking the Retirement Plunge
  • Top 10 Tasks to Tackle Before You Retire
  • Become a Financially Fearless Female
  • A Spotlight on Womens' Financial Literacy
  • Staying Happily Married After Claiming Social Security
  • Medicare Must-Knows for Every Woman