Resources for senior faculty transitioning into partial or full retirement.
Lectures and Webinars
MGH Retirement Readiness Series
Join Mass General Hospital and Fidelity for a virtual workshop series to learn about preparing for retirement. The workshops will share strategies and tips to help staff prepare with confidence for their future retirement. Webinars include:
- April 27 and May 2: Maximize Social Security in Your Retirement Strategy
- May 4: Preserving Your Savings for Future Generations
- May 9 and May 11: Planning for Medicare
Faculty Transition Webinar Series - Session 4
Health of Your Wealth: Retirement preparation in the midst of unknowns
Nora Yousif, CFP, CDFA, MBA, Financial Advisor and Senior Vice President, Empower Wealth Group of RBC Wealth Management, provided a financial roadmap for those in their 50’s and 60’s to help ensure that participants are on track for a successful retirement transition. She discussed key insights to help protect a family’s financial well-being, reviewed how to help ensure all are on track to retire at their targeted age, discussed advanced strategies to help maximize future social security monthly benefit, reviewed what all need to know as it pertains to Medicare, and pointed out how to avoid investing pitfalls in light of rising interest rates and a recovering economy.
Watch the February 15, 2023 session (Listen to podcast)
Faculty Transition Webinar Series - Session 3
Re-energize, Reimagine and Reinvent: Crafting the Next Chapter of Your Work and Life
In this webinar, Drs. Stephanie and Russ Eisenstat shared a high-level roadmap as well as practical first steps participants can take to move towards higher levels of intentionality and fulfillment in the mid to late stages of their careers. The webinar also provided an introduction to their 9-week course for those interested in more deeply engaging in this work.
Watch the January 18, 2023 session (Listen to podcast) - Click here for copy of presentation
Watch the January 19, 2022 session
Faculty Transition Webinar Series - Session 2
Retirement Nuts & Bolts
This second session of the Faculty Transition Webinar Series had a panel from Human Resources, Professional Staff Benefits and the Employee Access Center. The session included presentations from three of the five panelists which covered where to begin the process of retirement, what it entails and what you should consider during the process.
Panelists: Dee Dee Chen, MS, Director, Professional Staff Compensation and Benefits Office; Nicholas Martin, Human Resources Director; Ellen Nelson, Director, Employee & Labor Relations at Mass General Brigham; Virginia Rosales, Human Resource/Benefits Manager, Professional Staff Benefits; Lisa Staffiere, LICSW, CEAP, RYT, Senior Employee Assistance Consultant and Certified Employee Assistance Professional.
Watch the December 21, 2022 session -- Click for copy of the session handout
Faculty Transition Webinar Series - Session 1
Successful Transition to Retirement While Balancing Continued Engagement at MGH
This first session of the Faculty Transition Webinar Series included a lively discussion with a panel of MGH faculty members who transitioned to retirement while finding opportunities to stay engaged in academic activities, such as teaching and mentoring.
Panelists: Diane R. Fingold, MD, Internal Medicine Physician; Isaac Schiff, MD, Chief Emeritus, Department of Obstetrics & Gynecology; Nancy J. Tarbell, MD, former Chief of Pediatric Radiation Oncology and HMS Dean for Academic and Clinical Affairs; James H. Thrall, MD, Chairman Emeritus, Department of Radiology; and Anne B. Young, MD, PhD, former Chief of Neurology, currently researcher and clinician.
Watch the November 16, 2022 session (Listen to podcast)
- Health of your Wealth: Financial check-up for retirement preparation
Nora Yousif, CFP, CDFA, MBA, Financial Advisor and First Vice President of the Empower Wealth Group at RBC Wealth Management, provided a financial roadmap for those in their 50’s and 60’s to help ensure that participants are on track for a successful retirement transition. She discussed key insights to help protect a family’s financial well-being, reviewed how to help ensure all are on track to retire at their targeted age, discussed advanced strategies to help maximize future social security monthly benefit, reviewed what all need to know as it pertains to Medicare, and pointed out how to avoid investing pitfalls in light of rising interest rates and a recovering economy.
Watch the December 8, 2021 session (Listen to podcast)
- 9-week Course: Re-energize, Reimagine and Reinvent - Crafting the Next Chapter of Your Work and Life
Facilitators Stephanie Eisenstat, MD and Russ Eisenstat, PhD, offered this limited enrollment course for a second year. The course is an extension of their one-hour webinar offered in January. It is an opportunity for those in mid to late career who are seeking to successfully navigate a work/life transition, whether that be a new responsibility, leadership role, better work/ life balance or retirement. Using a disciplined, evidenced base approach, course participants have the opportunity to reflect on their personal journey and better understand their distinctive strengths as part of an open and supportive community of peers. This work provided participants a foundation for reimaging the path forward and proactively shaping a more meaningful and rewarding next chapter. It also provided a wealth of practical tools and resources to support them in making tangible progress, week by week, in realizing their aspirations for their life and work.
Session dates: February 7-June 6, 2023 - Course Outline
MGH faculty share how they have navigated the transition away from their intense and fulfilling careers to a new stage in their lives, which the term “retirement” cannot adequately describe.
Check out the recorded video interviews of the following faculty:
- Robert Brown, MD
- Jeffrey B. Cooper, PhD
- Ann-Christine Duhaime, MD
- Thomas Horn, MD
- Jesse Jupiter, MD
- Douglas Mathisen, MD
- Anne B. Young, MD, PhD
What Should I Know?
From the MGH/MGPO Professional Staff Benefits
- Steps to Retirement presentation slides by Virginia Rosales
- Medicare Basics presentation slides by Dee Dee Chen
- Watch Retirement Nuts & Bolts which covered where to begin the process of retirement, what it entails and what you should consider during the process.
- If you have specific questions about your situation, contact your benefits consultant from the MGPO Professional Staff Benefits Section of HR. Your benefits consultant is based on your last name:
Helpful articles and resources
- EAP as a Resource by Lisa Staffiere
- Succession planning guide for clinicians/clinical faculty by UMass Chan Medical School Office for Faculty Affairs
- Harvard Business Review podcast: “How Retirement Changes Your Identity" by Teresa M. Amabile, PhD
- Harvard Business School video: “Building a Life" by Howard H. Stevenson, DBA
- City of Boston’s Age Strong Commission - The mission is to enhance your life with meaningful programs, resources, and connections so you can live and age strong in Boston together. You have many designations. As a Commission, Council on Aging, and Area Agency on Aging, they are not new to aging. They have been doing this for more than 50 years.
- MentorMGB: This “LinkedIn” style mentorship platform for the entire Harvard Medical School (HMS) community connects faculty, trainees and students across hospitals to find and give secondary mentorship; collaborate on research interests/find new projects; and create general work and non-work discussion/connections. Thanks to Mentor Mass General, we aim to foster a dynamic cross-institution mentorship culture and facilitate research collaborations.
- The MentorMGB website is a general representation of site-wide activity to see what others on the platform are talking about, chime in on discussion forums, “like” updates, etc.
- Members will eventually have all faculty across the MGB system, in all specialties, and provide the ability to search by research interest, mentorship area and send messages that go to their MGB email inbox. The more of your profile you fill out, the more searchable you will be on the network.
- Groups is a page to create interest groups and meet others across the MGB system with like-minded interests.
- Forums is a place to create discussion forums (on promotions, new articles, research projects, collaborator searches, etc.), to help each other and provide fluid mentorship across the MGB system.
Download Tutorial PDF
- City of Boston Volunteer Opportunities- They can also connect you to a variety of volunteer opportunities based on your interests, location, and preferred time commitment.
- Big Brothers Big Sisters- All children should have a chance to thrive. Some kids need someone to help them along that path. Turns out doing something important can be incredibly simple. With children across Eastern Massachusetts waiting for a Big, there has never been a better time to volunteer as a mentor. The experience is fun and rewarding, and our professionally trained staff will be there to support you every step of the way.
- Arnold Arboretum of Harvard University- a museum of trees teaching the world about plants. Volunteers are essential to the Arboretum’s educational mission of fostering knowledge and appreciation of life science and the natural world. Please consider participating as an Arboretum volunteer—enjoy the rewards of connecting people with the world of plants.
- Mass Audubon- wildlife sanctuary. At Mass Audubon, they believe that every person can make a positive impact when it comes to protecting the nature of Massachusetts! And one of the best (and most enjoyable) ways you can make an immediate difference is by volunteering your time.
- The Trustees- Volunteer for a few hours or make a longer commitment. Whether it’s helping build a walkway along a popular trail, planting seeds in a community garden, engaging visitors as a docent at a historic house, monitoring shorebird populations at one of our beaches, or greeting people with a smile at a local event, they have a volunteer opportunity for you.
- 25 Ways to Give Back and Volunteer around Boston- a thorough list of options—working in gardens, helping combat hunger, caring for children, building houses.