In September, Journey hosted the return of their popular Smarter in September series, a fun and informative how-to series on a wide variety of topics designed to educate and enrich. All these topics had in common is that they were topics of interest to folks who like to be informed: subjects included how to (finally!) get a good night’s rest, how to plan and prep smaller — and smarter — meals, how to safely use social media, and how to avoid common estate planning pitfalls.
This was the stuff people wanted to know more about, so we rounded up industry experts and brought them live via Zoom to our registered participants each Tuesday at 2 p.m. for amazing presentations and often some great Q&A sessions. If you missed out, don’t despair! We recorded the segments for YouTube history. You can read a brief overview of each session and find links to each video below.
Smarter Sleep Strategies
Featuring Sam Dolezal, MS, MSE, CSCS — Wellness Advocate at Union Bank & Trust
In this smash series kickoff, Sam spent time on the reasons a good night’s rest is crucial (hint: it’s probably more important than you think). She gave great suggestions for winding down and optimizing your snooze. She covered the factors that might be impeding a restful night, as well as several small (or smallish) changes that might have you sleeping easier. Finally, she made time for an extensive Q&A, addressing queries on everything from sleep apnea to CPAP.
Smarter Meal Prep for 1 or 2
Featuring Jennifer Dunavan, MS, RD, LMNT — Hy-Vee Registered Dietician
Meal prep can be a challenge when you’re flying solo or are half of a couple. From shopping and cooking to finding right-sized meals that sound appealing, the struggle is real, and Jennie brings relief to the uninspired. Whether your appetite is lacking, you have special nutrition needs, or you just aren’t all that kicky about time in the kitchen anymore, Jennie has some solutions. This is must-see viewing for a planning, shopping, and prep S.O.S.
Smarter, Safer Social Media Usage
Featuring Brendon Henning, Web Marketing Strategist at UBT, and Jenna Harris, Financial Crimes Specialist at UBT
Social media is here to stay, and it’s a great way to stay in touch with family, learn about community events, reach out to people from our past, and so much more. But maximizing social media’s capabilities while staying safely connected can prove a bit of a challenge. In this entertaining and informative session, two of UBT’s experts took us through a Facebook tutorial, a brief look at other social media platforms, best practices for smart social use, and current financial crimes to watch for.
Smarter Estate Planning
Featuring Leslie Gibbens, CCTS, CTFA, Vice President & Trust Services Advisor at UBT, and Doug Koenig, CTFA, Vice President & Trust Services Advisor
In this dynamic and informative session, Leslie and Doug answered common (and not-so-common) questions, covering the importance of developing a solid, proactive estate plan. Beyond avoiding taxes and legal tie-ups and ensuring your funds are bequeathed as you wish, an estate plan appoints the right people to take care of you — or those you love if you were to become incapacitated. Being prepared for the future has been top of mind for many of us these days, so this no-nonsense look at proactive planning is must-see.
Ready for your next round of Zoom learning? Check out our Journey web page for upcoming virtual and in-person events.
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The information provided by Union Bank & Trust is educational only and is not investment or tax advice.