A special educational webinar about the important strategies that have helped my clients protect their income from unnecessary taxation in retirement.

This event will feature a leading professional and best-selling author on creating tax-free retirement income streams, Patrick Kelly.

During this 45-minute virtual event, attendees will learn…

• The reasons why families may be exposed to greater tax risk in retirement.
• Potential tax liabilities for retirement income.
• Different strategies for mitigating tax risk in retirement.

Tax Diversification and Retirement: What You Need to Know

Date & Time: Feb. 25th 5:30 CST or Feb. 27th 8:30 CST

Location: Virtual 

To register, please select one of the event links below.

February 25, 2025 at 6:30 PM EST

February 27, 2025 at 9:30 PM EST

Join us for a relaxed, empowering conversation about building wealth for women.  Feel free to bring a friend and enjoy appetizers, wine, and great company!

Date: March 13th

Time: 5:30pm

Location: Baia Della

15115 Edgewood Dr N, Baxter, MN 56425

To register, please use our Contact page on the home screen. Fill out your information, in the message section please write RSVP for Women and Wealth March 13th.

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement
    

I look forward to discussing and sharing these important retirement principles with you.

Date: March 27th

Time: 6:00pm 

Location: Gather on 3 Event Center

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement
    

I look forward to discussing and sharing these important retirement principles with you.

Date: April 1st

Time: 6:00pm 

Location: Gather on 3 Event Center

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement
    

I look forward to discussing and sharing these important retirement principles with you.

Date: April 10th

Time: 6:00pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income 
3. The benefits and consequences of claiming early versus delaying 
4. Key spousal decisions and benefits surrounding major life events 
5. Potential tax liabilities from Social Security in retirement

Date: April 29th

Time: 6:00pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar designed to help you take control of your financial future! Compared to women before you, you’re more educated, earn a significantly higher income, and assume a more powerful role in the workplace. Despite all this tremendous progress, you might still be feeling somewhat financially insecure when it comes to making key decisions. 

By attending this educational event, you will learn the following (and much more):

1. Why you need a financial strategy
2. Determine which of the 5 distinct financial personalities you identify with
3. Discover tools and confidence to develop your own financial future
    

I look forward to discussing and sharing these important retirement principles with you.

Date: June 3rd

Time: 6:00pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

The complexities of the Social Security system and why it's crucial to make the right claiming decisions
The role Social Security can play in your overall retirement income 
The benefits and consequences of claiming early versus delaying 
Key spousal decisions and benefits surrounding major life events 
Potential tax liabilities from Social Security in retirement
 

I look forward to discussing and sharing these important retirement principles with you.

Date: June 12th

Time: 6:00pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income 
3. The benefits and consequences of claiming early versus delaying 
4. Key spousal decisions and benefits surrounding major life events 
5. Potential tax liabilities from Social Security in retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: January 27th

Time: 10:00am 

Location: Virtual - Zoom

To register, please give us a call at 218-454-8272 or email office@rdbytara.com

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income 
3. The benefits and consequences of claiming early versus delaying 
4. Key spousal decisions and benefits surrounding major life events 
5. Potential tax liabilities from Social Security in retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: January 21st

Time: 6:00pm 

Location: Gather on 3 Event Center

                    19624 County Road 3

                    Brainerd, MN 56401

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income 
3. The benefits and consequences of claiming early versus delaying 
4. Key spousal decisions and benefits surrounding major life events 
5. Potential tax liabilities from Social Security in retirement
    

I look forward to discussing and sharing these important retirement principles with you.

Date: January 16th

Time: 6:00pm 

Location: Gather on 3 Event Center

                    19624 County Road 3

                    Brainerd, MN 56401

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement
    

I look forward to discussing and sharing these important retirement principles with you.

Date: January, 14th 

Time: 5:30pm 

Location: Pillager School District 116

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: November 14th

Time: 5:30pm 

Location: Country Inn & Suites

                    209 16th St. NE

                    Little Falls, MN 56345

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: October 22nd

Time: 5:30pm 

Location: Pequot School District 186

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: October 8th

Time: 11am

Location: 803 Kingwood St., Brainerd, MN 56401

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

The complexities of the Social Security system and why it's crucial to make the right claiming decisions
The role Social Security can play in your overall retirement income 
The benefits and consequences of claiming early versus delaying 
Key spousal decisions and benefits surrounding major life events 
Potential tax liabilities from Social Security in retirement
 

I look forward to discussing and sharing these important retirement principles with you.

Date: October 7th

Time: 5:30pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: October 1st

Time: 5:30pm 

Location: Brainerd School District 181

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: September 10th

Time: 5:30pm 

Location: Pillager School District 116

To register, please give us a call at 218-454-8272 

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

In Person Option

Date: June 20th or 25th

Time: Registration at 4:30pm, Presentation at 5pm

Location: Arrowwood Lodge, Bait and Tackle Room

6967 Lake Forest Rd. Brainerd , MN 56401

Virtual Option 

Date: Tuesday, June 18th

Time: 7:30pm 

Location: Zoom 

*Zoom link will be sent after registration

Use the link below to register or give us a call at 218-454-TARA (8272)

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums 
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: April 30th*, 2024

Time: Registration at 4:30pm, presentation at 5pm

Location: Arrowwood Lodge, Bait and Tackle Room

6967 Lake Forest Rd. Brainerd , MN 56401

Join me for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums 
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: Thursday, March 28th

Time: 6pm

Location: Zoom - you will receive a link after registration

Join me in the Bait and Tackle Room at Arrowwood Lodge for an educational seminar.  The main objective of this course is to educate you on the many facets of Social Security in order to guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income 
3. The benefits and consequences of claiming early versus delaying 
4. Key spousal decisions and benefits surrounding major life events 
5. Potential tax liabilities from Social Security in retirement

I look forward to discussing and sharing these important retirement principles with you.

Date: February 22nd* OR 27th*, 2024

Time: Registration at 4:30pm, presentation at 5pm

Location: Arrowwood Lodge, Bait and Tackle Room

6967 Lake Forest Rd. Brainerd, MN 56401

Seating is limited, so please register by using the form below or by calling 218-454-8272.

*We are hosting this event on different dates to better accommodate your schedule. Please only register for one date. 

Join me at Gather on 3 Event Center at The Woods for an educational seminar.  The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement. 

By attending this educational event, you will learn the following (and much more):

1. Discover how taxes can impact your retirement and what you can do to navigate
2. Understand how to help protect income in retirement 
3. Identify 5 risks retirees will face 
4. Potential strategies to cover long-term care costs without expensive annual premiums
5. Implement actions steps towards a successful retirement

I look forward to discussing and sharing these important retirement principles with you.

In-Person Option

Date: January 25th OR 30th*, 2024

Time: Registration at 5:30pm, presentation at 6pm

Location: Gather on 3 Event Center at The Woods

19624 County Rd 3 Brainerd , MN 56401

Virtual Option

Date: January 27th*, 2024

Time: 9am

Location: Zoom - you will receive a link after registration

Seating is limited, so please register by using the form below or by calling 218-454-8272.

*We are hosting this event on three different dates to better accommodate your schedule. Please only register for one date. 

Come warm up in our office with a cup of coffee or cider and some sweet treats! We look forward to seeing you as we wrap another fantastic year. Feel free to bring items for this year’s generosity tree
as well; we are supporting the Lakes Area Pregnancy Center this year. 

Date: Monday, December 4th 2023

Time: 2pm-6pm

Location: Retirement Designs 

624 NW 5th St. 

Brainerd, MN 56401

Marci from Lily Grass Floral Studio led some lovely ladies through making beautiful centerpieces for their Thanksgiving tables. Thank you to Marci and to Woodlore Cider! 

Join me at Gather on 3 Event Center at The Woods for an educational seminar.  The main objective of this course is to educate you on the importance of protecting the income that you need in retirement, so you can maximize your income in retirement. 

The Principles of Retirement Planning workshop is designed to help you:

1. Discover which retirement concerns you identify with
2. Understand how to help protect income for what you need in       retirement
3. Identify 5 risks to protected income
4. Translate potential retirement risks into retirement planning strategies
5. Implement action steps towards protected income

I look forward to discussing these important retirement principles with you.

Date: October 12th OR 17th*, 2023

Time: 6pm

Location: Gather on 3 Event Center at The Woods

19624 County Rd 3 Brainerd , MN 56401

Seating is limited, so please register by calling 218-454-TARA (8272) or sending an email to tara@rdbytara.com

*We are hosting this event on two different nights to better accommodate your schedule. Please only register for one date. 

Please join us in the Bait and Tackle Room at Arrowwood Lodge for an educational seminar on Social Security. 

Join us to understand how:

1. Working impacts Social Security

2. Social Security is taxed

3. When you claim matters 

4. Spousal benefits work and how your choice will impact survivor's benefits

Seating is limited, so please register by calling 218-454-TARA (8272) or sending an email to tara@rdbytara.com

We look forward to seeing you! 

Date: September 26th, 2023

Time: 6pm

Location: Arrowwood Lodge, Bait and Tackle Room

6967 Lake Forest Rd. Baxter, MN 56425

Join us for our September Women and Wealth Happy Hour at Hard Water Lounge. Feel free to bring a friend and enjoy appetizers, cocktails, and great company!

Date: September 21st, 2023

Time: 5pm-6pm

Location: Hard Water Lounge

110 W. Main St. Crosby, MN 56441

Join us for our August Women and Wealth Happy Hour at Roundhouse Brewery. Feel free to bring a friend and enjoy appetizers, ales, and great company!

We have reserved space in the axe room so if you would like to participate, please wear or bring closed-toed shoes.

Date: August 17th, 2023

Time: 5pm-6pm

Location: Roundhouse Brewery

23836 Smiley Rd. Nisswa, MN 56468

Join us for our July Women and Wealth Happy Hour at 5Rocks Distilling Co. Feel free to bring a friend and enjoy appetizers, cocktails, and great company! 

Date: July 20th, 2023

Time: 5pm-6pm

Location: 5Rocks Distilling Co. 

25 Washington St. NE Brainerd, MN 56401

Join us for our June Women and Wealth Happy Hour at Woodlore Cider. Feel free to bring a friend and enjoy appetizers, cider, and great company! 

Date: June 15th, 2023

Time: 5pm-6pm

Location: Woodlore Cider 

5475 Pioneer Trl. Brainerd , MN 56401