Events
United Way
Our staff once again participated in the annual United Way of Cass Clay School Supply Drive. We collected 1679 items that will be given out to students in the region.
Fargo Marathon
Brian’s son, James, completed the 10K at the 2024 Fargo Marathon finishing at 50:34 minutes! Way to go James!
Engagements
Missy’s son, Carson, recently became engaged to a wonderful woman, Emily Christofferson. Family and friends had the opportunity to be a part of this surprise event that took place in Florida. Missy and her husband, Mark, also celebrated their 38th wedding anniversary in July.
Golf
Jon’s daughter, Nora, won the PGA Minnesota Junior Golf ‘Sota Series tournament held at the Grand Forks Country Club in July, shooting a 76 to win the Girls 16-19 age group.
Big Birthdays
We celebrated several milestone birthdays this quarter.
Anniversaries
At Heartland Trust, our relationships go beyond colleagues; we consider ourselves a family. Supporting our team and contributing to their futures are integral parts of our mission.
- Tim Rensch (Retirement Services Relationship Manager) – Celebrating 2 years in July
- Amy Remmick (Retirement Services Operations & Compliance) – Celebrating 3 years in July
- Brian Halverson (President & CEO) – Celebrating 12 years in August
- Mary Fridgen (Admin Associate) – Celebrating 5 years in September
- Renee Hobbs (Admin Associate) – Celebrating 10 Years in September
- Ethan Linder (Wealth Management Associate) – Celebrating 4 Years in September
- Barb Hilde (Admin Associate) – Celebrating 1 Year in September
- Jon Benson (Vice President/Director of Business Development) – Celebrating 10 Years in September
Announcements
New Hires!
Heartland Trust welcomed the following individuals to our team this quarter
Internship
Heartland Trust welcomed Evan Van Dam, a Fargo native and finance major from NDSU, this summer as a Wealth Management Intern.
Website
Our website has been refreshed to better represent our brand. You’ll see updated content, a cleaner look, and easier way to get around. The new look was created by the local small business, MINT Brand Marketing. You can view the new site at www.HeartlandTrust.com.
Jeans Day
We support various charities through our “Jeans Day” initiative on Fridays. Employees can wear jeans in exchange for a donation of $3.00 per Friday. Every month we select a different charity to support, selected by our team members, ensuring that our contributions reflect the causes that matter most to us.
2024 Charities (so far)
· 4-6-3 Foundation
· Fraser LTD
· 4 Luv of Dog Rescue
· Down Home
· Gigi’s Playhouse
· Veteran’s Honor Flight of ND-MN
· Easton Hoffman Fundraiser
· Lake Agassiz Habitat for Humanity
Charitable Giving, QCDs, and Roth Conversions
If you are planning on making a charitable gift, qualified charitable distribution from an IRA, or completing a Roth conversion, please let us know by December 1st. This will allow us time to complete these transactions prior to year-end.
Cancer Journey
Earlier this year in January, one of our team members, Amy Remmick, received a breast cancer diagnosis. With October being recognized as Breast Cancer Awareness month, Amy wanted to share a few tips to help you become your best advocate for early detection.
Trust Your Instincts: Pay attention to your body. If something feels off, trust your intuition, and seek medical advice promptly.
Educate Yourself: Knowledge is power. Understanding breast cancer risk factors, signs, and the importance of regular screenings empowers you to make informed decisions.
Ask Questions: Do not be afraid to ask questions during your appointments. Seek clarification if something is not clear. Being proactive in understanding your diagnosis, treatment options, and potential side effects is essential.
Seek Second Opinions: Different perspectives can provide valuable insights. If you are uncertain about a diagnosis or treatment plan, consider seeking a second opinion. Trust your intuition – it’s your health at stake.
Advocate During Appointments: Prepare for appointments by making notes and organizing your thoughts. Be an active participant during discussions with your doctor. Having a friend or family member accompany you can provide emotional support and ensure you do not miss critical information.
Be Persistent: If you suspect something is wrong, do not give up. Advocate for additional tests or evaluations. Timeliness matters and early intervention can significantly impact your treatment plan. In my case, I narrowly avoided chemotherapy and all its awful side effects, by advocating for myself.
From my personal experience with cancer, I want to emphasize the importance of self-advocacy. By being proactive, persistent, and informed, we can all contribute to early breast cancer detection with successful treatment outcomes. Let’s continue to spread awareness and encourage others to take charge of their health!
Did you know?
Every year National 401(k) Day falls on the Friday following Labor Day. This observance was established by the Plan Sponsor Council of America to highlight the importance of employer-sponsored retirement plans. It serves as a reminder that while the week begins with a focus on the workforce, it can conclude with attention on planning for retirement. It’s recommended that individuals review their retirement plans at least once a year to ensure they are on track for a secure future. So, take a moment to assess your retirement strategy today!
Upcoming Events
Save the Date- Heartland’s Annual Holiday Party
- Thursday, December 5, 2024 / 3:00pm-6:00pm @ Avalon!
Heartland Trust Company will be closed on the following days
- Monday, September 2, 2024
- Thursday, November 28th
- Friday, November 29th
- Tuesday, December 24th
- Wednesday, December 25th
