Journey from UBT

Thus begins the Journey

The Journey program is designed with those age 50+ in mind, with a focus on curiosity, community, and opportunities for growth and learning. These are the you years, and UBT wants to help make the most of them!

Smarter in September

Wrapping up Smarter in September

UBT’s Journey team just wrapped up our fifth run of Smarter in September, everybody’s favorite virtual how-to series. Two veteran Journey presenters were joined by some new favorites to share their expertise on great topics like budget and nutrition-conscious shopping and meal planning, informed Medicare open enrollment, smart college savings options, and rightsizing considerations from a real-estate perspective. These segments are so popular, we capture them whenever possible for our YouTube archives and are sharing them here. So whether you missed one — or all — of the sessions the first time around, or just want a second look, you’ll find that these entertaining and edifying segments are time well spent. Click through to read the recaps and see the videos!

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The Sandwich Generation’s Guide to Estate Planning

If you’re a part of the Sandwich Generation (caring for an older parent and raising a family simultaneously), your estate plan will have a few special considerations. This free guide will walk you through it all.

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A Medicare readiness checklist

If you’re already enrolled in Medicare, the annual open enrollment period (Oct. 15 to Dec. 7) gives you the chance to review your current coverage, compare it with other options, and switch to another plan for the following year if you’d like. We’ve put together an annual enrollment checklist, complete with helpful information to help you get the ball rolling.



(Note that open enrollment is not for you if you are just about to sign up for Medicare for the first time. You get your own enrollment period to do that, and we have a resource for that, too!)

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Journey Travel Opportunities

Hop on board these new Journey tours!

Exciting adventures await, Journey friends! Thanks to the fantastic feedback from our 2024 travelers, we’re thrilled to present two new travel opportunities. We’ve teamed up once again with Mayflower Cruises & Tours to offer an international tour that’s sure to be on your bucket list. For those who prefer adventures closer to home, we’re also offering one of our renowned day trips.

Each tour is meticulously planned to provide excellent value and unique experiences. Our multi-day tours are guided by a professional Mayflower tour manager and include local guides. UBT’s day tours are led by our enthusiastic Journey Program Manager. Click the link below to view the tour flyers. If you have any questions or prefer to receive your flyers by mail, contact Kelly Robare!

Journey’s Greatest Hits

This playlist gives you a sampling of our previous virtual events for your reference and entertainment. Enjoy!

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