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7/6/2022

Omaha Wealth Management

https://www.ubt.com/omaha-wealth-management

UBT’s wealth management team in Omaha can expertly guide you through financial planning, investment management, estate planning, trust management, and more.

Personal
Wealth Management
Estate Planning
Estate Administration
Financial Planning
Personal Trust
Trusts

7/30/2025

UBTgo’s most useful features

https://www.ubt.com/learning-center/blogs/ubtgos-most-useful-features

We walk through what we deem to be UBTgo's most helpful and convenient features.

Personal
UBTgo
Online Banking

8/20/2025

Journey

https://www.ubt.com/personal/journey

The Journey program is designed with those age 50+ in mind, with a focus on curiosity, community, and opportunities for growth and learning.

Personal
Journey

7/22/2022

Autism Family Network

https://www.ubt.com/big-give/autism-family-network

Vote for Autism Family Network to win $100,000 through The Big Give, presented by UBT.

Personal

10/8/2019

Balance Sheet

https://www.ubt.com/learning-center/guides/balance-sheet

Balance sheets provide helpful insight into the health of a business' finances.

Business
Ag Loans

8/6/2019

Managing Your Money for Financial Success

https://www.ubt.com/learning-center/managing-your-money

UBT is committed to your financial success. That's why we have a dedicated financial coach creating helpful tips and resources so that you can thrive.

Personal
Financial Literacy

1/20/2022

New life expectancy tables affect RMDs

https://www.ubt.com/learning-center/blogs/new-life-expectancy-tables-affect-rmds

On January 1, 2022 new life expectancy tables went into effect, impacting Traditional IRAs and Inherited IRAs subject to RMDs and Life Expectancy Payments.

Personal
Retirement
Trusts

10/1/2019

Guide to Budgeting

https://www.ubt.com/learning-center/guides/guide-budgeting

Personal
Retirement
Early Years
Mid-Career
Approaching Retirement

10/24/2023

Magic Moments

https://www.ubt.com/magicmoments

Magic Moments is UBT's holiday giving program where we select special people in the Lincoln Community deserving of a little extra magic.

Personal

5/3/2022

The Big Give

https://www.ubt.com/big-give

Union Bank is giving away $1 million to nonprofits in the Lincoln and Lancaster County area. It's our way to thanking them for making Lincoln so great.

Personal

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