12/23/2019 Josh Sovereign https://www.ubt.com/about/directory/josh-sovereign Industry Experience since 1999 Read More BusinessRetirement Plans (Business)
3/3/2020 Garrett Sutton https://www.ubt.com/about/directory/garrett-sutton Helping retirement plan participants make the most of their savings Read More PersonalRetirement Plans (Individual)Retirement
11/10/2022 Sarah Endacott https://www.ubt.com/about/directory/sarah-endacott PersonalPersonal TrustTrust ProfessionalWealth Management
6/5/2024 Union Bank & Trust’s Fiduciary Training Program Part II: Investments https://www.ubt.com/learning-center/videos/union-bank-trusts-fiduciary-training-program-part-ii-investments Personal
6/5/2024 Union Bank & Trust’s Fiduciary Training Program Part III: Reporting and Disclosure https://www.ubt.com/learning-center/videos/union-bank-trusts-fiduciary-training-program-part-iii-reporting-and Personal
6/5/2024 Union Bank & Trust’s Fiduciary Training Program Part IV: Minimizing Fiduciary Liability https://www.ubt.com/learning-center/videos/union-bank-trusts-fiduciary-training-program-part-iv-minimizing-fiduciary Personal
9/15/2022 Brittany Planos https://www.ubt.com/about/directory/brittany-planos PersonalFinancial Literacy Coach
