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Financial

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Effectively managing your economic life to reduce stress and increase security.

o    Do you feel financially secure?

o    Are you happy with your current financial situation?

o    Do you feel in control of your financial situation?

o    Are you confident in your ability to manage your finances?

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It’s Finally Here! Welcome to Best Money Moves

LSR7 is excited to introduce your newest employee benefit: Comprehensive financial education from Best Money MovesBest Money Moves is a no cost financial wellness benefit that helps people make smarter choices about managing money.

By now, you should have received a welcome email from Best Money Moves, containing your username and a temporary password for your account. If not, or if you have questions about your new membership, reach out to CustomerSupport@bestmoneymoves.com.

Click Here to watch "INTRODUCING: Best Money Moves"

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Corebridge, formerly AIG, can help answer questions regarding:

  • Student Loan Forgiveness and Payback options
  • Enrolling in the 403(b) and/or 457 retirement plans
  • Reviewing & Consolidating retirement plans from former employers
  • Reviewing your PSRS/PEERS benefits
  • Financial Planning to determine if you are on track for Retirement

Corebridge Financial Wellness Webinar

LSR7 Virtual Webinars

Your Future Starts Now - June 5, 2024
Discover why it's so important to start saving right now, plus the steps you can take to save as much as you can while still meeting your other financial goals.
Two sessions at 4:30 p.m. or 5:30 p.m.
Click Here to register! Use registration code: CRTPWA11AR

Financial Wellness Series

Safeguard you and your family from harm — now and in the future.
 
Analyze your plan and get answers in real-time with this powerful, interactive planning tool.
 
Learn how to save for college while still keeping your retirement on track.
 
Discover how to develop an investment strategy based on key factors.

Check Out the On-line Financial Tools

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LSR7 CSD Trust Financial Advisor Assignments

Photo of advisor Zak Madelen

Zak Madelen

816.589.9313
 
Photo of advisor William Serota

William Serota

816.602.4986
William.Serota@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
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

Financial Institutes

Because of Lee's Summit School District's relationship with our bank, we are able to offer you our best products and services at a discounted rate.
You’ll have access to our financial experts who can help guide you through your unique financial journey. We’ll even help you move your accounts, including your direct deposits and automatic payments, making the transition easy for you. We know you’ll love working with our local community bankers, and the legendary customer experience they deliver every day. Plus, you’ll have all of the technology you would expect from a big bank including the award-winning and highly rated Central Bank mobile app.
We look forward to working with you!