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Retirement Planning

Take advantage of the valuable services provided by our retirement consultants, available to MTA members at no charge.

You only retire once. You should not be expected to be an expert in something you will never do again.

Consultations

All consultations are held by appointment only during the hours listed. Members are required to call selected MTA consultants in advance to schedule an appointment. Proof of membership must be submitted when requesting retirement services. This schedule is in effect from September to June except at MTA’s Quincy headquarters, which is staffed during the summer and school vacations. Please be aware that the MTA consultants do not have records of your service, so members are advised to bring that information along to meetings.

Consultants are able to provide retirement advice to members in all segments of the MTA membership, including K-12, higher education and Education Support Professionals.

Quincy (MTA Headquarters)

Ray Thompson - in person on weekdays. 
Contact: [email protected] or 617-878-8255. 

Patricia Thompson - virtual on weekdays. 
Contact: [email protected] or 617-878-8766.

Peter Mili - virtual on weekdays. 
Contact: [email protected] or 617-878-8256

Middleton

Barbara Callaghan - in person second Saturday of each month. 
Contact: [email protected] or 617-878-8760.

Billy McDonald - in person third Saturday of each month. 
Contact: [email protected] or 617-878-8764.

Pittsfield

Cathy Grady - in person second Saturday of each month. 
Contact: [email protected] or 617-878-8762.

Raynham

Larry Abbruzzi - by phone second Saturday of each month. 
Contact: [email protected] or 508-824-9194.

Nancy Mikels - in person third Saturday of each month. 
Contact: [email protected] or 617-878-8765.

West Springfield

Ron Lech - in person third Saturday of each month. 
Contact: [email protected] or 617-878-8763.

Worcester

Mike Whittier - in person first and third Saturday of each month. 
Contact: [email protected] or 617-878-8516.

Higher Ed Members

JoAnne Martone
Contact: [email protected] or 617-878-8055.

Retirement Planning Seminars

MTA consultants are also available to conduct group retirement seminars at the request of local presidents. These MTA retirement consultants, most retired educators themselves, are very well informed about issues facing members contemplating retirement and have had many years of experience in dealing with state, teacher, and local retirement boards. Those who have attended one or more of these seminars report that they had their questions answered and came away with a feeling of confidence. These seminars are geared to the interests and concerns of those in attendance and can benefit anyone, regardless of how far away retirement is for you. To arrange a seminar for your members, call 617-878-8240.
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The MTA represents 117,000 members in 400 local associations throughout Massachusetts. We are teachers, faculty, professional staff and Education Support Professionals working at public schools, colleges and universities across Massachusetts.
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The Massachusetts Teachers Association is a state affiliate of the National Education Association (NEA), the nation's largest professional employee organization. NEA has affiliate organizations in every state and in more than 14,000 communities across the United States.

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