Events

Heartland Monthly Events
Money gets complicated.
The conversation doesn't have to.
Each month, Heartland Wealth Partners hosts or participates in an educational event around Waukon and Northeast Iowa focused on a financial topic that matters in real life.
One topic at a time.
Retirement, farms, business, taxes, estate planning, investing and more.
Built for real life.
Practical information without requiring a finance dictionary to follow along.
Come with questions.
Or don't. You do not need to know the right questions before you walk in.

Topics throughout the year may include retirement planning, farm and business succession, Social Security, estate planning considerations, risk management, employee benefits, investing and other financial decisions that tend to get more complicated the longer we avoid them.

Take a look at the upcoming events below and join us for one that fits where you are today.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 26, 2026

4:00p - 5:30p

Robey Memorial Library

Passing On The Family Farm - Wednesday, August 26th - Afternoon

A complimentary educational program for farm families covering succession planning, business planning, risk management, financial independence, and estate planning.

The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.

August 26, 2026

9:30a - 11:00a

Robey Memorial Library

Passing On The Family Farm - Wednesday, August 26th - Morning

A complimentary educational program for farm families covering succession planning, business planning, risk management, financial independence, and estate planning.

The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.

August 18, 2026

4:00p - 5:30p

Robey Memorial Library

Passing On The Family Farm - Tuesday, August 18th - Afternoon

A complimentary educational program for farm families covering succession planning, business planning, risk management, financial independence, and estate planning.

The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.

August 18, 2026

9:30a - 11:00a

Robey Memorial Library

Passing On The Family Farm - Tuesday, August 18th - Morning

A complimentary educational program for farm families covering succession planning, business planning, risk management, financial independence, and estate planning.

The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.

Event Registration

Will you be able to attend this event?