Member Training Programs

CTA and NEA Member Benefits provide a variety of trainings available to UniServs, chapters, and Service Centers. These trainings are designed to meet a variety of financial and personal needs. CTA and NEA Member Benefits can host virtual local Member Benefits meetings - Home Edition!

Request a CTA Member Benefits training by contacting:

CTA Member Benefits Department
1705 Murchison Drive, Burlingame, CA 94010
Phone: (650) 552-5200
Fax: (650) 552-5014

Request a NEA Member Benefits (NEAMB) training by contacting:

Sean L. Mabey
NEA Member Benefits
Affiliate Relations Specialist
Office: (801) 699-5569

Request a Prudent Investor Advisors (Prudent) training by contacting:

Prudent Investor Advisors
Schedule a Training:
Phone: (916) 235-9800

Available Trainings:

Stronger Together – Your Essential Guide to CTA/NEA Member Benefits as of December 2022

From your local association to CTA to NEA, our union is stronger when we stand together. With our mission to protect and promote the well-being of its members, along with 300,000 members statewide and 3 million members nationally, CTA and NEA provide an array of useful union-endorsed voluntary and automatic benefits available through your membership!

You’ll get an overview of the most popular Member Benefits programs, including shopping and travel discounts, voluntary insurances, student debt relief assistance, retirement savings, financial services, Educators Employment Liability (EEL), Disaster Relief Fund, and more! CTA and NEA Member Benefits are designed exclusively for educators and when members learn about these programs, they’re excited to discover additional ways that membership can help them find solutions for many of their personal and financial needs.

Target audience: All members
Time: 90 minutes

The Value of CTA/NEA-Retired Membership (CTA Member Benefits & NEAMB) as of March 2023

CTA/NEA Member Benefits continue with CTA/NEA-Retired membership. CTA/NEA provides unique services, programs and benefits for retirees. This workshop explains the importance of membership after retirement, and how CTA/NEA Member Benefits programs continue to meet the changing needs of members into retirement.

Target audience: CTA/NEA-Retired members
Time: 60 minutes

Educator’s Guide To A Successful Retirement  (Prudent) as of October 2020

CTA wants you to have a long and happy retirement. CalSTRS and CalPERS generally covers only about half of your income at retirement, so it is essential that members consider a supplementary retirement savings plan as early as possible to make up the difference. There are a lot of plans offered to educators, but many have high fees or surrender charges.

In this session, we help you get started toward a financially secure retirement, review how to avoid suboptimal plans, and discuss the basics of saving for retirement using easy-to-understand terms. We will highlight The CTA 403(b) Retirement Savings Plan which was designed by CTA for educators and the only plan endorsed by CTA. The CTA RSP has high-quality investments at a low cost and a simple “quick enrollment” process that makes saving for retirement easy.

Request a training with the CTA Retirement Savings Plan Team (Prudent Investor Advisors) at

Target audience: All members
Time 60 minutes

More Month Than Money: Understanding Personal Financial Management (NEAMB) - Slides Coming Soon

The most popular training offered by NEA Member Benefits. This training focuses on setting financial goals, learning about various investment vehicles, tracking daily expenditures, creating a cash flow statement, and establishing a budget. We’ll also discuss the various CTA and NEA Member Benefits that can help members meet their financial goals. To schedule a presentation, e-mail Sean Mabey at

Target audience: All members
Time: 90 minutes

Generation Debt: Student Loan Forgiveness (NEAMB) as of November 2022

Did you know the average student loan borrower owes over $38,000? During “Generation Debt: Student Loan Forgiveness” attendees will learn about the three loan forgiveness programs from the U.S. Department of Education. We’ll also discuss the requirements for each, pitfalls to be cautious of, and the “NEA Student Debt Navigator” powered by Savi, which is a tool to help association members analyze their personal student loans. Come learn about how you can manage your student loan debt and take advantage of other NEA Member Benefits.   For dates and times of the training e-mail Sean Mabey at

Target audience: All members
Time 60 minutes