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!

NEW! 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 starting August 1, 2023.  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

MB4U will start August 1, 2023.

Visit 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

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

NEA Member Benefits 

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

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

Available Trainings:

CTA MB Breaking News: What’s the Scoop on Your Member Benefits? (CTA Member Benefits & NEAMB) as of July 2023

We interrupt this program to bring you breaking news out of the CTA Member Benefits Department! We have just learned that CTA & NEA Member Benefits will be reporting from the conference and giving an update on all the member benefits available. Your MB Reporters will be sharing what benefits you have, how to utilize them to stretch your dollar, and provide financial protection to you and your family. After attending this “news report,” you’ll have a better understanding and can share the “good news” with your fellow CTA colleagues.

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 (CTA Member Benefits) as of July 2023

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