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9/13/2022

Taking distributions from your 401k or retirement plan

https://www.ubt.com/learning-center/podcasts/taking-distributions-your-401k-or-retirement-plan

Jason sits down with Kristy of Retirement Plan Services to discuss taking distributions from your 401k or retirement plan.

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Personal
Retirement

2/15/2023

Money Foundation

https://www.ubt.com/goals/five-principles-financial-wellness/money-foundation

Learn more about how to build a strong money foundation.

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Personal
Managing Your Money
Budgeting

1/24/2024

Accident Expense Insurance

https://www.ubt.com/careers/insurance-benefits/accident-expense

Personal

3/27/2024

Retirement Chat: Market Volatility

https://www.ubt.com/learning-center/podcasts/retirement-chat-market-volatility

Jason sits down with Joe, an investment officer at UBT to discuss current market volatility and how that affects your retirement.

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Business
Retirement
Markets

11/19/2025

A special connection to Union Bank Place

https://www.ubt.com/neighbor/special-connection-to-union-bank-place

Carolyn Shuerman worked at NBC the year they moved into the ionic I.M. Pei building on 13th and O Street in 1976. Read more about her experience.

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Personal
Journey
Community Commitment

3/3/2026

The art of quiet wealth: What successful families do differently

https://www.ubt.com/learning-center/blogs/art-quiet-wealth-what-successful-families-do-differently

Fort Collins clients favor ‘quiet wealth’—clarity, delegation, and trusted support. UBT’s Private Banking simplifies life with steady, personal service.

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Personal
Managing Your Money
Wealth Management

10/8/2021

W-9 Form

https://www.ubt.com/w-9-form

Download a W-9 form here.

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Personal

4/7/2023

Planning for Retirement

https://www.ubt.com/goals/planning-retirement

Deciding when to retire and learning to shift from saving to spending isn't easy. We are here to answer your questions and figure out the right path for you.

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Personal
Retirement
Financial Planning

8/15/2022

Current Openings

https://www.ubt.com/careers/current-openings

Your career with UBT starts here.

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Personal

7/19/2023

Catalyst is moving

https://www.ubt.com/catalyst-moving

Catalyst is moving into Union Bank Place!

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Personal