Holiday Open House
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
Thanksgiving Centerpiece Class
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!
Principles of Retirement Planning Workshop
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.
Social Security Seminar
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
Women and Wealth at Hard Water Lounge
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
Women and Wealth at Roundhouse Brewery
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
Women and Wealth at 5Rocks Distilling Co.
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
Women and Wealth at Woodlore Cider
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
Principles of Retirement Planning Workshop
Join me at Woodlore Cider 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: April 4th, 2023
Time: 6pm
Location: Woodlore Cider
5475 Pioneer Trl. Brainerd , MN 56401
To register, call 218-454-TARA (8272) or email tara@rdbytara.com
Principles of Retirement Planning Virtual Workshop
Join me for a virtual 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: April 6th
Time: 6pm
Location: Virtual (once registered, you will receive the Zoom link closer to the event date)
To register, call 218-454-TARA (8272) or email tara@rdbytara.com