Who Is This Group Online Training For?

This training is for all CTA members. It provides helpful financial wellness and retirement planning information. 

• It includes time for Q&A and a demonstration of the enrollment process for the CTA 403(b).
• Chapters can book a training session between late January and May. 
• Sessions are available Monday thru Friday. 

Here is just a sample of some of the information covered in the training:

• How to plan for the retirement of your dreams
• What to expect from your CalSTRS pension
• Developing a framework for your financial life
• How to select a great 403(b) to supplement your pension
• How much to save in your 403(b)
• Information about your Union-endorsed CTA 403(b) Retirement Savings Plan
  

How To Book a Training For Your Chapter

1. Chapter leaders - pick a date and time that works best for your chapter from the availability calendar on this page. If you want to book an evening or weekend session, please contact us at [email protected].
   CTA members - talk to your chapter leaders to book a group online training for your chapter.
   
   
2. Once we confirm the event date and time, we will send a Zoom meeting link to the chapter leader which will distributed to the chapter members. 
   We will also provide a sample event flyer that chapter leaders can edit as needed and distribute to members.
   
   
3. Once the meeting is over, we will provide a copy of the slides as well as the event recording.  The chapter can make the slides and the recording available to members who were unable to attend.