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TASA leadership is pleased to announce a new benefit for TASA members in the Active Membership Category designed to support the personal financial well-being of school leaders. “TASA exists to support school leaders who have dedicated their life and career to serving Texas schoolchildren,” said Dr. Kevin Brown, TASA Executive Director. “We are pleased to expand our portfolio of member benefits that will help our members enjoy financial peace today and in the future.”

Eligible TASA members may now access a variety of valuable financial planning services at reduced rates, including two free hours of financial consultation paid by TASA. These services are provided through a special arrangement with TCG, a HUB International Company — a longtime TASA Corporate Partner.

Services now available include:

  • Financial and Retirement Planning
  • Contract Compensation Analysis
  • Contract Implementation Support
  • Aspiring Superintendent Support
  • Investment Management
  • Estate Planning
  • Tax Planning

“Two of the biggest hurdles in people accessing financial help is not knowing who to contact and a belief that it is out of their reach. We aim to do away with both of those,” said Mason Moses, Senior Vice President of School Executive Consulting. “It should not matter if you are a central office administrator or campus administrator. Each person deserves unbiased financial guidance from someone they trust. Financial wellness is a critical part of a person’s overall well-being as it gives them the security to address the other areas of their life.”

This new financial services benefit is intended to help assure the long-term success and well-being of TASA members. “Your job is a big job, and you are responsible for leading many others, including yourself and your family,” says Dr. Charles Dupre, TASA Deputy Executive Director, Member Engagement & Support. “I encourage you — challenge you — to make your financial well-being a priority today.”

Learn more about this new benefit and request services.

Once membership in the TASA Active Membership Category is verified, one of TCG’s financial experts will contact you for an initial consultation that will ensure you are provided with the appropriate services to meet your needs and goals.