Financial
Corebridge Financial Wellness Webinars
LSR7 Financial Wellness Webinar: You are invited to attend the Corebridge Financial Wellness Webinar. You learn how to take control of your financial life and become more productive in other areas of you.
Session: June 8, 2023, 4:30 p.m. & 5:30 p.m.
ENTER CODE: CRTPNA11R
Discover how to better manage your day-to-day financial resources.
Thursday, June 8, 2023 at 1:00 p.m.
Discover how to develop an investment strategy based on key factors like risk tolerance, time horizon, diversification and asset allocation.
Tuesday, June 13, 2023 at 5:00 p.m.
Take an in-depth look at Social Security benefits including estimations, taxes and more.
Tuesday, June 20, 2023 at 12:00 p.m.
Check out the On-line Financial Tools
Corebridge, formerly AIG, can help answer questions regarding:
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Student Loan Forgiveness and Payback options
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Enrolling in the 403(b) and/or 457 retirement plans
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Reviewing & Consolidating retirement plans from former employers
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Reviewing your PSRS/PEERS benefits
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Financial Planning to determine if you are on track for Retirement
LSR7 CSD Trust Financial Advisor Assignments
Zak Madelen
13220 Metcalf Ave., Suite 360 Overland Park, KC 66213 Cell: 816.589.9313 Office: 913.402.5000 Zak.madelen@corebridgefinancial.com________________________________
High Schools: Lee's Summit North, Lee's Summit West
Middle Schools: Pleasant Lea Middle, East Trails Middle, Summit Lakes Middle
Elementary: Cedar Creek, Greenwood, Hazel Grove, Longview Farm, Pleasant Lea, Richardson, Summit Pointe, Trailridge, Underwood
Other: Aquatic Center, Before & After School Services, Maintenance, Miller Park Center, Transportation, Safety, Stansberry Leadership Center
William Serota
13220 Metcalf Ave., Suite 360 Overland Park, KC 66213 Cell: 816.602.4986 Office: 913.402.5000 William.Serota@corebridgefinancial.com________________________________
High Schools: Lee's Summit High School, Summit Technology Academy, Summit Ridge Academy
Middle Schools: Bernard Campbell Middle, Hilltop School
Elementary: Hawthorn Hill, Highland Park, Lee's Summit Elementary, Mason, Meadow Lane, Prairie View, Sunset Valley, Westview, Woodland
Other: Food Service, Great Beginnings, Purchasing & Warehouse Distribution, Paradise Park