Skip To Main Content
Pic of Financiallogo_Whitecircle

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?

photo of Corebridge logo

Meet Your Corebridge Financial Advisors

Corebridge advisors 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
Photo of advisor Zak Madelen

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
Photo of advisor William Serota

William Serota

816.602.4986
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
Best Money Moves Logo

 

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"
SAVI Logo

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!

photo of Corebridge logo

 

Upcoming Webinars

Financial Wellness Series

Discover how planning, even in retirement, can help yourself and others.
Learn how to save for college while still keeping your retirement on track.
Tips to help young workers plan and save for the future they envision.
Learn more about the basics and benefits of tax planning.
Explore the basics to achieving financial wellness.
Best Money Moves Logo

 

What Is Financial Wellness? Building Wealth & Stability

January 23, 2025 - 11:00 am
Learn all about financial wellness — how to define it, how to measure it and why it really matters.

Did you miss a 2024 webinar?

Click here to check out the 2024 Best Money Moves Financial Webinar Series!

SAVI Logo

Questions about student loan repayments?

2025 State of Student Loans

Wednesday, January 22, 2025 · 3 - 4pm
Join this live session + Q+A with student loan experts to hear about student loan forgiveness and policy changes.

Policy Updated + Loan Forgiveness

These webinars start at 3:00 p.m. on 
February 5, March 5, April 2, May 7, & June 4, 2025
Click Here to register!
This LIVE and interactive virtual webinar with student loan experts to help you:
  • Understand the latest policy changes impacting federal repayment, forgiveness and relief programs
  • How these policies will directly impact YOU!
  • What actions you need to take in order to maximize your potential benefit under these programs.
  • How Savi tools and resources can assist you in achieving the best outcome possible.

Check Out the On-line Financial Tools!

photo of Corebridge logo

 

Picture of Corebridge Webinar Banner
Picture of Corebridge FutureFIT
Picture of FutureFIT University