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12/2/2025

Magic Moments: The Henman Family

https://www.ubt.com/magic-moments-henman-family

Tracy Henman tragically lost her life in October 2025, leaving behind four children.

Personal
Community Commitment
Magic Moments 2025

6/22/2020

Business succession as part of your estate plan

https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan

By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner.

Business
Estate Planning
Estate Planning
Estate Administration
Small Business

3/1/2023

Marta Plumlee

https://www.ubt.com/about/directory/marta-plumlee

Mom first and foremost — but makes time for work, teaching gymnastics, travel, beach time, and the great outdoors.

Consumer Loan Specialist
Personal Banker

4/29/2025

Answers to all your HSA questions

https://www.ubt.com/learning-center/blogs/answers-all-your-hsa-questions

Discover the benefits of HSAs with Omnify. Learn eligibility, covered expenses, and triple tax savings. Maximize your HSA benefits with our comprehensive guide.

Personal
Investing
HSA
Omnify

9/25/2019

Retirement Plan Rollover

https://www.ubt.com/personal/investments/401k-403b/rollover

When you make a career move, your retirement fund moves with you. UBT offers accounts for customers wanting to move their money into a non-employer associated

Personal
Retirement
IRA

9/13/2019

6 Steps to Growing & Preserving Your Wealth

https://www.ubt.com/goals/6-steps-growing-preserving-your-wealth

Regardless of your stage in life, growing and preserving your wealth should be an ongoing priority. The following three steps will help secure your future.