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!
Member Benefits 4 You (MB4U)
Join CTA Member Benefits every first Tuesday of the month, 4 pm PST, to learn about your member benefits. We will concentrate on a new topic each month and sessions will be up to 30 minutes. Here are some benefits that we will be covering:
- The Standard - Endorsed Provider of Life and Disability
- CTA Retirement Savings Plan
- University Credit Program
- Calm
- Student Loan Forgiveness Resources
Visit CTAMemberBenefits.org/MB4U for more information.
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
Email: memberbenefits@cta.org
Request a NEA Member Benefits (NEAMB) training by contacting:
NEA Member Benefits
David C. Glenn, Affiliate Relations Specialist
Website: neamb.com
Phone: (314) 518-8962
Email: dglenn@neamb.com
Request a Prudent Investor Advisors (Prudent) training by contacting:
Prudent Investor Advisors
Schedule a Training: https://go.ctaretirementplan.org/training
Phone: (916) 235-9800
Email: team@ctaretirementplan.org
Available Trainings:
“CTA & NEA Member Benefits: Your Keys to Financial, Personal & Professional Success”
Are you “locked out” of reaching your full potential by not utilizing your CTA and NEA Member Benefits? This session will help you “unlock” the full range of benefits available to you—covering financial tools, mental health resources, travel and shopping discounts, auto buying programs, insurance options, and more. You’ll leave with actionable steps and a “key ring” of ideas to support your financial goals, personal well-being, and professional growth. Make your benefits work for you—beyond just your wallet!
2026-2027 CTA Highlights
2025-2026 Breaking News MB Overview
----------
“Unlocking the Benefits You’ve Earned: The Keys to Your CTA/NEA Retired Membership”
Retirement may have closed one chapter of your career, but it has unlocked a wealth of valuable benefits that continue to support you long after your classroom days are behind you. In this engaging session, we'll hand you the “keys” to understanding and maximizing the benefits available through your CTA/NEA Retired membership.
Behind every benefit is an opportunity waiting to be “unlocked”—from protecting your financial future and safeguarding your family to saving money on everyday expenses and planning your next adventure. Discover how your membership “opens doors” to travel discounts, Medicare Supplement options, savings on vision and hearing care, and much more.
Participants will leave with:
- The “key” to understanding the full range of benefits available to CTA/NEA Retired members
- Practical strategies for “unlocking” savings, financial security, and peace of mind
- Up-to-date information and resources to share with fellow retired members
Join us as we “unlock” the value of your retirement membership and reveal the many ways these benefits continue to work for you. The door to greater savings, protection, and opportunity is already “open”—you just need the “key.”
2025-2026 Retired CTA and NEA Member Benefits
Personal Document Locator
----------
Retirement 101 Where Do I Begin? (Prudent)
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 go.ctaretirementplan.org/training.
----------
“Generation Debt: Student Loan Forgiveness”
Thousands of CTA members are carrying student loan debt, and navigating the path to forgiveness can feel overwhelming. This session focuses on the two primary federal forgiveness programs available to educators—Teacher Loan Forgiveness (TLF) and Public Service Loan Forgiveness (PSLF)—and helps members determine which option best fits their financial situation.
Participants will receive up to date information on current policies, learn how to stay on track with qualifying payments, and understand the documentation required for each program. The session also introduces the NEA Student Debt Navigator powered by Savi, a tool that analyzes your student loans, identifies the most advantageous repayment and forgiveness routes, and helps streamline the application process.
Generation Debt Student Loan Forgiveness
Public Service Loan Forgiveness (PSLF)
Teacher Loan Forgiveness (TLF)
----------
“More Month Than Money: Setting and Living Within a Budget”
This session equips members with the knowledge and tools they need to take control of their financial future. Participants will learn how to set meaningful financial goals, understand common investment vehicles, track daily spending, create a cash‑flow statement, and build a realistic, sustainable budget.
In addition to core financial skills, attendees will explore CTA and NEA Member Benefits that support financial well‑being, from savings opportunities to programs designed to help stretch each paycheck further. The session blends practical guidance with real‑world tools members can begin using immediately.
This training empowers members to make informed decisions, build financial confidence, and take meaningful steps toward long‑term financial health.
More Month Than Money Slides
More Month Than Money Worksheets