Heartland Retirement Plan Services
Financial Education

You need a sound foundation to build a successful financial life. The basics begin here.


Education is key no matter where you are in your retirement journey. Our “Financial Empowerment Series” videos provide quick and easy to understand information about different areas of financial education, all meant to help you gain and maintain financial confidence.


Basics of Retirement Planning

A guide to help explore expectations and any challenges you may perceive. You’ll also learn more about savings vehicles, assumptions, expenses during retirement and more.


A six-step process for creating a budget, along with key money management strategies and a learning exercise.


A four-step process for becoming an investor, including basic concepts, a review of major asset classes, socially responsible investing options and more.

Managing Debt

Understand the difference between good debt and bad debt, learn how to manage credit card debt wisely, interpret and manage your credit score, and improve your debt-to-income ratio (DTI).

Social Security

Provides a review of the program, current landscape including the facts regarding benefits and industry expectations for future funding.

Estate Planning

Six essential things you need to know about estate planning, probate, creating a will and beneficiary designations, revocable trusts, durable power of attorney, and healthcare directives.

Putnam Target Date Funds

Understanding Loans

Participant Website Demo



IMPORTANT NOTE WHEN CLICKING THROUGH TO EXTERNAL WEBSITES: When clicking on links within the video, you will be linking to another website not owned or operated by Heartland Retirement Plan Services. Heartland Retirement Plan Services is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. We encourage you to review their privacy and security policies which may differ from Heartland Retirement Plan Services