Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, Ann Treml-Olson helps you plan your future with confidence.

Retirement Planning Today® classes are now being offered.  This education class is 6 hours total over two days.  

The following classes are held at North Hennepin Community College

  • Wednesdays: September 25th & October 2nd from 6:00 p.m.-9:00 p.m. 
  • Saturdays: September 28th & October 5th from 9:00 a.m. – 12:00 noon

The following class is held at St. Cloud State Univ. Plymouth Campus (169/Rockford Road)

  • Wednesdays: October 16th & October 23rd from 6:00 p.m. – 9:00 p.m.

If you are interested in attending, or have other questions, please contact Margaret Leto at MLeto@WorkOptional.com

August 26th, 2019

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