10/21/2021 UBT Journey’s Happier Holidays series returns! https://www.ubt.com/learning-center/blogs/ubt-journeys-happier-holidays-series-returns Join Journey every Tuesday in November for expert advice on how to make the holiday season healthier, safer, and ultimately more enjoyable. Read More PersonalRetirementJourney
10/28/2021 Get Ready for Medicare Open Enrollment https://www.ubt.com/learning-center/guides/get-ready-medicare-open-enrollment When is the right time to apply for Medicare? Check out this guide to key steps you should take leading up to applying for Medicare. Read More PersonalRetirementJourneyFinancial Planning
10/25/2021 Quick Start Guide: Positive Pay and ACH filters https://www.ubt.com/learning-center/blogs/quick-start-guide-positive-pay-and-ach-filters Consider setting up positive pay as a fraud prevention mechanism. Read More BusinessFraud PreventionPositive Pay
10/25/2021 What is a MEWA and how can it help your business? https://www.ubt.com/learning-center/blogs/what-mewa-and-how-can-it-help-your-business Owners of smaller businesses may want to consider entering a MEWA to help reduce risk while offering group health or other insurance to employees. Read More BusinessRunning a Business
10/25/2021 Gifting money? Ditch the card for something more fun https://www.ubt.com/learning-center/blogs/gifting-money-ditch-card-something-more-fun Gifting money makes a wonderful present, but cash envelopes are often a bland way to deliver it. Check out these creative ideas to give money as a gift. Read More PersonalFinancial Literacy
10/26/2021 Amy Hunt https://www.ubt.com/about/directory/amy-hunt Industry Experience since 2005 Read More Corporate Trust
10/26/2021 Rod Al-Rashid https://www.ubt.com/about/directory/rod-al-rashid Wealth ManagementInvesting