Financial Literacy Program

Supporting financial literacy in our community

Here at UBT, we are committed to supporting the communities we serve. Our free Financial Literacy Program provides practical financial education for nonprofit organizations, helping them share trusted financial knowledge with the individuals and families they support.

About our program

Financial Literacy Program

About our program

In 2020, Union Bank & Trust launched the Financial Literacy Program with one simple goal: to make financial education accessible, practical, and even fun. We believe that when people understand money, they feel empowered to make choices that improve their lives.

Through partnerships with local nonprofits and educational organizations, we provide free classes and workshops for the clients and community members they serve. These sessions cover real-world topics like budgeting, credit, and saving for the future — skills that can make a lasting difference.
Schedule a Workshop

Schedule a Workshop

Reaching our community

Nonprofits do amazing work for their communities, and each one has its own mission and unique needs when it comes to programming. That’s why UBT’s Financial Literacy Program creates customized financial learning experiences designed specifically for each group. Our workshops bring financial concepts to life with local context and real-world examples. Every session is built to meet people where they are in their financial journey — providing ready-to-use tools and skills that empower them to feel more confident about their money.

Financial education workshops may be one-time, monthly, quarterly, or as a part of a series. We’re here to create a schedule that meets your program’s needs. Workshops last approximately one hour and include a presentation and educational materials.

To get started:

Please complete the form below. UBT’s Financial Literacy team will connect with you to understand your group’s financial education goals and to coordinate a visit at your location. Please allow a minimum of four weeks for scheduling.
Scholarship Program

UBT Scholars Academy Program Scholarship

Learn about money and make some money

UBT invites graduating seniors from Lincoln Public Schools to apply for our UBT Scholars Academy program and scholarship. Selected students will participate in a half-day workshop to learn strategies for managing financial life in college, including how to set goals, budgeting with scholarships and student loans, building an emergency savings fund, how to develop a credit score, and more. Upon successful completion of the workshop, students will be awarded a $1,000 scholarship.

Participants for 2026 have already been selected. Watch this space for applications in 2027!

Sample workshops

Budgeting

Building credit

Homebuyer education

Debt management

Saving for the future

How to start investing

Financial Literacy Program Team

Brittany Planos and Molly Christenson

Brittany Planos – Financial Literacy Program Senior Manager (Lincoln)

Brittany leads the overall strategy for UBT’s Financial Literacy Program and manages financial education efforts in the Lincoln area. She is an Accredited Financial Counselor® and a certified Nebraska Educator, bringing both subject‑matter expertise and instructional experience to the program’s outreach and curriculum.

Molly Christenson – Financial Literacy Program Coordinator (Omaha)
Molly Christenson serves the Omaha area as part of UBT’s Financial Literacy team. She brings a strong background in homeownership education and nonprofit work, helping individuals and community groups build practical financial skills and confidence.

Meet Brittany

Meet Molly