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Slide April 30th, 2021 at noon Maximizing Your Social Security Benefits Guest Speaker - Cindy Lundquist Windsor Wealth Seminar Series presents Reserve your spot for this free seminar Sign Up Now Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Welcome to LEARN MORE NEW NAME, SAME CLIENT CARE. Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Slide Take the Guesswork Out of Investing. Balanced Risk. Max Tolerance. Calculate with Knowledge. Invest Wisely. Real-World Analysis. Find Your Optimum Level. Am I going to have
enough?
Are you approaching retirement and
worried that you might not have
enough saved to this point.
We can help!
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I’m about to retire:
Am I prepared?
Retirement is right around the corner and
I’m not sure that I’m prepared for what’s
next. At this point, what steps can I take?
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I’ve heard Social
Security is
complicated, is it?
How do I maximize my
Social Security Benefits?
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I’m about to retire what do
I need to know about
Medicare?
I just lost my husband or wife, and I'm not
sure what to do to manage my finances.
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I just lost my loved one;
now what?
I've heard there are penalties.
What's it going to cost?
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I just went through
a divorce.
I need someone to assist me in managing
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I have a major medical
issue and I’m not sure
what I should do?
Is the diagnosis correct? What
doctors are best? Which facility
has the best outcomes?
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Why should I hire someone
over doing it myself?
I don’t have the time or energy to work with
someone else on my retirement plan or investing
right now. Why can’t I just do it myself?
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I'm a woman managing
wealth
As a woman managing a company,
financials, or making decisions
regarding wealth, you have a unique
set of issues to deal with.
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How do I sell my business
and who should I sell it to?
I’ve done well for myself, and now I’m
looking to cash in on my business.
Where do I even begin?
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Just getting started? Whether you’re a young family or a
single professional we’re here to
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