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Ep. 3 Transforming Uninterested Spouses into Loyal Clients: Marcia Mantell [Consultant]
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In this episode, host Belle Osvath, CFP®, interviews Marcia Mantell a speaker and author who helps advisors increase their knowledge of complex retirement concepts and regulations. She is the President of Mantell Retirement Consulting, which partners with advisors and their firms to help them support their clients as they navigate the complexities of Social Security, Medicare and other financial topics.
Mantell Retirement Consulting: MantellRetirementConsulting.com
Boomer Retirement Briefs: BoomerRetirementBriefs.com
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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