10/27/2021 SECURE Act 2.0 Webinar https://www.ubt.com/learning-center/videos/secure-act-20-webinar A discussion led by UBT's John Nownes, JD, about the bipartisan legislation known as SECURE Act 2.0 and how it may affect your retirement plans. Read More BusinessRetirementRetirement Plan Sponsor
10/27/2021 Brent Frahm https://www.ubt.com/about/directory/brent-frahm PersonalConstruction Loan OfficerConstruction Loans
11/4/2021 Brittany Leapley https://www.ubt.com/about/directory/brittany-leapley Loan SpecialistPersonal Banker
11/4/2021 Miranda Soulliere https://www.ubt.com/about/directory/miranda-soulliere Loan SpecialistPersonal Banker
11/8/2021 Do you have a will? https://www.ubt.com/learning-center/blogs/do-you-have-will It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust. Read More PersonalEstate Planning
11/8/2021 Uplifting Gifting: How to Best Help Nonprofits You Love https://www.ubt.com/learning-center/podcasts/uplifting-gifting-how-best-help-nonprofits-you-love In this episode of MoneyBetter, host Caitlin Moore talks with Lisa Guill of City Impact to learn more about meaningful giving during the holidays. Read More PersonalMoneyBetter
11/9/2021 Journey Happier Holidays: Happier Giving https://www.ubt.com/learning-center/videos/journey-happier-holidays-happier-giving Make the most out of your holidays with tips on giving meaningful (and cheap!) gifts. Read More PersonalJourney
11/10/2021 Holiday-proofing your debit card https://www.ubt.com/learning-center/blogs/holiday-proofing-your-debit-card Make sure your debit card is set up to tackle the challenges of holiday travel and shopping. Read More PersonalDebit Card
11/16/2021 2021 Smarter in September: Our Zoom series recap https://www.ubt.com/learning-center/blogs/2021-smarter-september-our-zoom-series-recap Relive Journey's Smarter in September Series, with topics including healthy sleep, meal prepping, social media usage, and estate planning. Read More PersonalRetirementJourney