FY26 A.I. Your MTRS Pension, Social Security and Retirement Accounts
Attendees will be provided a deep dive into the Massachusetts Teachers' Retirement System. We will also cover how Social Security and additional retirement accounts work together with your existing pension benefits. Attendees will be given steps they can take to help plan for their financial future.
Tracy Cahill
Financial Advisor
Equitable
Allei Holway
Financial Advisor
Equitable
Michael Linehan, CRES
Senior Regional Vice President
Equitable
For the past 20 years, Mike has helped many public schools in providing his expertise in designing their 403(b) and 457(b) voluntary plans to be in compliance and to maximize their benefits. Through his collaboration, you will benefit from his dedicated comprehensive approach in providing your employees with a retirement benefit that meets your needs with a personal touch. Lastly, the Equitable solution offers personalized guidance around enrollment, education and investing to build a program that works for your employees. Mike is FINRA licensed and holds a Certified Retirement Education Specialist (CRES) certification through NTSA.
Lindsey Albernaz (Moderator)
Business Manager
READS Collaborative
Lindsey Albernaz is a Certified Public Accountant, former auditor in the Governmental and Nonprofit public accounting sector and is currently the Business Manager for READS Collaborative located in Middleboro, MA. While starting her career out in public accounting in 2005, Lindsey transitioned into the public education beginning as the joint Director of Business and Finance for the Somerset Public Schools and Somerset Berkley Regional School District in 2014. She joined READS Collaborative in 2019. Lindsey holds a bachelor’s degree in accounting and master’s degree in Taxation. She currently lives with her husband and two daughters in Rehoboth, Massachusetts.