Consultations
All consultations are held by appointment only during the hours listed. Members are advised 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.
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.
