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Upcoming Events

Principles of Retirement Planning Workshop

Principles of Retirement Planning Workshop

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 

*Registration not yet open. Please check back in late May. 

Past Events

Principles of Retirement Planning Workshop

Principles of Retirement Planning Workshop

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


Principles of Retirement Planning Virtual Workshop

Principles of Retirement Planning Virtual Workshop

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

Maximizing Social Security Workshop

Maximizing Social Security Workshop

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. 

Principles of Retirement Planning Workshop

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 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. 

Holiday Open House

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

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

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 

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

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

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.

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

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

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 

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