Adapted from Broadridge Investor Communication Services It’s difficult to imagine functioning ...

Jana Samek, Retirement Services – Relationship Manager The Internal Revenue Service (IRS) has set ...

HTC held our annual staff retreat in January at the Plains Art Museum. During this event, we review ...

Meet Renee Hobbs Renee Hobbs is an administrative associate for trust and personal accounts at HTC. ...

Shara Fischer, Wealth Management Officer Heartland Trust offers two of the most common types of empl...

Brian Halverson – President One of the most legendary expeditions was led by Sir Ernest Shackl...

By Dustin Sobolik, CFP® – Investment Officer One question I’m often asked by clients is wha...

By Jana Samek, Relationship Manager – Qualified Plans Having access to a 401(k) plan through your ...

Jan Nelson again served on the YWCA Cass Clay Chocolate Fantasy planning committee. This event benef...

Meet Lori Theis Lori Theis is a compliance associate at Heartland Trust. She makes sure all reports ...

Adapted from Broadridge Investor Communication Services Choosing a Beneficiary for Your IRA or 401(k...

As you read this quarter’s newsletter, you will notice many exciting changes going on at Heartland...