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?
Meet Your Corebridge Financial Advisors
Corebridge advisors 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
Zak Madelen
816.589.9313
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
816.602.4986 William.Serota@corebridgefinancial.comHigh 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
Welcome to Best Money Moves!
LSR7 is excited to introduce your newest employee benefit: Comprehensive financial education from Best Money Moves. Best Money Moves is a no-cost financial wellness benefit that helps people make smarter choices about managing money.
Need a username and a temporary password email:
CustomerSupport@bestmoneymoves.com.
Click Here to watch "INTRODUCING: Best Money Moves"
Lower student loan payments
America's student loan debt crisis is postponing the American Dream for 46 million borrowers. On top of it, the rules to reduce payments and forgive debt are so confusing that experts say the system is truly broken with a staggering $1.7 trillion pile of debt added up.
That's why LSR7 has partnered with Savi through the CSD Retirement Trust. Savi is an online concierge tool that will walk LSR7 student loan borrowers through lowering monthly payments with an income-driven repayment plan and ultimately achieve student loan forgiveness when available. Savi aims to be an ally in the complicated and often harrowing process of repaying student loans.
What can Savi do for you?
- Digital application with Savi e-file enrollment
- Intuitive Online Tool
- Maximize forgiveness credits
- One-on-one support from Savi Student loan experts
- Dashboard of news & policy changes
- Plan monitoring, management, and enrollment reminders
- Educational monthly webinars
How Savi Works
- Calculate: Tell Savi about you and your loans to see all available options.
- Review: Compare all your repayment and forgiveness options side-by-side.
- Enroll: Pick a plan and quickly enroll to get ongoing advice, tools and information.
Don't miss these virtual workshops & webinars!
Upcoming Webinars
These webinars start at
4:30 or 5:30 pm
April 9th: Principals to Prioritize Before Retirement
May 14th: Managing Life in Retirement
June 11th: Mastering Basics of Investing
Financial Wellness Series
Learn more about the basics and benefits of tax planning.
- Tuesday, April 8, 2025 at 2:00 p.m.
Explore the basics to achieving financial wellness.
- Wednesday, April 16, 2025 at 1:00 p.m.
Ensure your savings work as hard as you do, and don't let inflation jeopardize your financial security.
Optimize your cash management strategies for a more secure retirement.
How Much Should You Have Saved At Every Stage Of Life?
April 25, 2025 - 1:00 pm
In this webinar you will discover the best ways to maximize your retirement savings at any age - and how much retirement experts think you should have saved in every decade of your life
Did you miss a last month's webinar?
Click here to check out the “10 Credit Questions You’ve Been Too Afraid to Ask” Webinar!
Questions about student loan repayments?
Policy Updated + Loan Forgiveness
These webinars start at 3:00 p.m.
May 7, & June 4, 2025
Click Here to register!
This LIVE and interactive virtual webinar with student loan experts to help you:
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Understand the latest policy changes impacting federal repayment, forgiveness and relief programs
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How these policies will directly impact YOU!
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What actions you need to take in order to maximize your potential benefit under these programs.
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How Savi tools and resources can assist you in achieving the best outcome possible.
Check Out the On-line Financial Tools!
