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 MB Breaking News: What’s the Scoop on Your Member Benefits?” 

We interrupt your day with breaking news from the CTA Member Benefits Department! As a CTA/NEA member, you have access to a powerful lineup of benefits designed to support your financial well being, protect your family, and help you make the most of every dollar.
This session delivers the latest “news report” on the benefits available to you right now—whether you’re looking to save on travel, investigating disability and/or life insurance, using discounted tickets and entertainment, reviewing auto and home insurance, or seeking legal services. You’ll learn how to navigate your benefits with confidence and uncover opportunities you may not even know you have.

You’ll walk away with:

  • A clear understanding of the full range of CTA/NEA Member Benefits
  • Practical strategies to stretch your dollar and maximize savings
  • Tools to help protect your financial future and support your family
  • Up to date information you can share with colleagues at your site or chapter

Tune in to this “live broadcast” and discover how your CTA membership continues to deliver value every day—on and off the job.

2025-2026 CTA Highlights
2025-2026 Breaking News MB Overview

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“MB Breaking News: Continue to Enjoy Your CTA and NEA Member Benefits in Retirement.”

Retired CTA members, stay tuned—there’s breaking news from the CTA Member Benefits Department! Even in retirement, your CTA and NEA Member Benefits don’t retire with you. They continue to support your financial well being, protect your family, and help you stretch every dollar.
In this session, you’ll get the inside scoop on the full range of benefits available to CTA/NEA Retired members. From planning your next dream vacation to accessing discounted tickets, creating a will or trust, exploring Medicare Supplement options, or saving on glasses and hearing aids, you’ll discover practical ways to make your benefits work harder for you.

You’ll walk away with:

  • A clear understanding of the benefits you keep as a CTA/NEA Retired member
  • Strategies to maximize savings and financial protection
  • Up to date information you can confidently share with fellow retired members

Join us for this “news report” and learn how your membership continues to bring value long after your classroom days are behind you.

2025-2026 Retired CTA and NEA Member Benefits
Personal Document Locator

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Educator’s Guide To A Successful Retirement  (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.

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“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)

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“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