12/13/2023 Retirement Chat: Account Security https://www.ubt.com/learning-center/podcasts/retirement-chat-account-security Caitlin sits down with Kristy, VP of Client Services here at UBT to discuss account security and the ability to have someone act on your behalf. Read More PersonalRetirement
10/6/2023 John Sutera, Wealth Management https://www.ubt.com/john-sutera-wealth-management John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family. Read More PersonalWealth Management
12/28/2023 Where should you keep your estate planning documents? https://www.ubt.com/learning-center/blogs/where-should-you-keep-your-estate-planning-documents A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More PersonalEstate Planning
3/1/2022 Planned giving: Generosity that lives on https://www.ubt.com/learning-center/blogs/planned-giving-generosity-lives Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits. Read More PersonalEstate PlanningCharitable Gift Planning
4/29/2026 A special connection to Union Bank Place https://www.ubt.com/learning-center/blogs/special-connection-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. Read More PersonalJourneyCommunity Commitment
10/9/2019 Online Romance Imposter Scams https://www.ubt.com/learning-center/videos/online-romance-imposter-scams Imposters promise romance to users of online dating sites to trick them into sending money. Read More PersonalFraud PreventionScams
