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Seminar Series

Maximizing Your Social Security Benefits

March 17th, 2021

Windsor Wealth Planners & Strategists will present Maximizing Your Social Security Benefits with former SSA Administrator Cindy Lundquist at noon on April 30.

Typically, only available to clients of Windsor Wealth, the firm is making Lundquist’s expertise available to the public as part of its Windsor Wealth Seminar Series.

Lundquist’s presentation is geared toward people ages 55-65 who are nearing eligibility and wanting to learn how best to plan and manage their Social Security benefits.

A social security expert, Lundquist will discuss Social Security retirement, spousal, family, survivor and disability benefits. She also will include overviews on eligibility, types of benefits Social Security offers, benefit payment amounts, and strategies for maximizing Social Security benefits regardless of type.

“Cindy Lundquist has more than four decades of knowledge and expertise on Social Security,” said Christina Jones, Windsor Wealth partner and financial advisor. “She has helped thousands of people navigate the confusing, frustrating, and overwhelming process of working with the SSA Cindy is an expert with insider knowledge and we are excited to have her present.”

Lundquist regularly consults with the government agencies and Fortune 500 companies about maximizing Social Security benefits, Medicare, and related topics. She leads and participates in more than 100 Social Security educational events each year.

Lundquist began her career with the Social Security Administration in 1972, working her way up to executive assistant to the regional commissioner of the Social Security Administration in Atlanta in 1987, where she remained an integral part of the organization until she retired in 1999.

Her duties included acting as a liaison between the commissioner and Congressional offices and committees in Washington, D.C., to provide technical analyses of Social Security specific to regional needs in the South. She wrote briefing documents focused on Atlanta-area Social Security statistics to assist in best serving the diverse array of potential and existing beneficiaries in the region.

After her retirement, she established a retirement consulting firm that specializes in educating employees of corporations and government agencies about how to maximize Social Security benefits earned over a lifetime.  She also provides invaluable insight on federal pensions as well as government entitlement rules and regulations.

Windsor Wealth is offering a Social Security manual, which is issued by SSA, to all attendees. It will be mailed after the seminar.

Raymond James is not affiliated with and does not endorse the opinions or services of Cindy Lundquist.

Windsor Wealth, Planners & Strategist is an independent office located at 620 Spring Street SE, Gainesville, GA 30501, and can be reached at 678-971-1337. More information can be found at windsorwealth.management/. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

Maximizing Your Social Security Benefits

April 30, 2021
12:00 PM EDT

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.