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8/15/2019

Treasury Management

https://www.ubt.com/business/treasury-management

Optimize your business's cashflow, while mitigating financial, operational, and reputational risk with UBT's Treasury Management services and tools.

Business
Treasury Management

9/3/2019

Tami Wolford

https://www.ubt.com/about/directory/tami-wolford

No matter where you are in the home-buying process, I can help you find the right mortgage for your unique situation.

Personal
Home Loan Officer

6/28/2023

Freezing your credit can put a chill on identity thieves

https://www.ubt.com/learning-center/blogs/freezing-your-credit-can-put-chill-identity-thieves

A credit freeze is one of the most effective steps you can take to protect yourself if you suspect your personal information may have been compromised.

Personal
Fraud Prevention
Fraud

12/17/2025

Planning on making year-end gifts? Take advantage of your gift tax annual exclusion

https://www.ubt.com/learning-center/blogs/planning-making-year-end-gifts-take-advantage-your-gift-tax-annual-exclusion

Reduce your taxable estate by making annual exclusion gifts.

Personal
Estate Planning

8/15/2019

Commercial Banking

https://www.ubt.com/business/commercial-banking

Get the support you need to run your business, from operating accounts, commercial loans, and business banking tools to loans that fuel your growth.

Business
Business Banking

7/6/2023

Exploring your options for college savings

https://www.ubt.com/learning-center/blogs/exploring-your-options-college-savings

Knowing what kind of college savings accounts exist can take some of the stress out of starting to save for those higher education years.

Personal
Managing Your Money
Early Years

3/28/2024

SECURE 2.0 permits midyear switch from SIMPLE to safe harbor

https://www.ubt.com/learning-center/blogs/secure-20-permits-midyear-switch-simple-safe-harbor

We walk through through the key features of a SIMPLE IRA.

Business
Retirement
Retirement Plan Sponsor

12/11/2024

Magic Moments: Rawda Theam

https://www.ubt.com/magic-moments-rawda-theam

Between keeping up with her girls, managing a recent renal failure diagnosis, and working overnights to provide for her family, Rawda has a lot on her plate.

Personal
Community Commitment
Magic Moments

9/7/2017

Estate Tax Relief for Family Businesses

https://www.ubt.com/learning-center/guides/estate-tax-relief-family-businesses

As you plan your estate, consider whether your family will be eligible to defer estate taxes.

Personal
Estate Planning
Running a Business
Estate Planning
Estate Administration

10/13/2020

New multifactor authentication options are here

https://www.ubt.com/learning-center/blogs/new-multifactor-authentication-options-are-here

Keeping your money and information safe is important to UBT. That’s why we’re rolling out new multi-factor authentication (MFA) options for UBTgo.

Personal
UBTgo
UBTgo
Fraud