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9/12/2019

Michael Henkenius

https://www.ubt.com/about/directory/michael-henkenius

Personal
Personal Trust
Trust Professional
Wealth Management
Charitable Gift Planning

8/14/2020

Kristine Herzberg

https://www.ubt.com/about/directory/kristine-herzberg

Business
Small Business Banker
Health Benefits

3/16/2023

7 steps to savvy financial planning

https://www.ubt.com/learning-center/blogs/7-steps-savvy-financial-planning

Learn how financial planning can help you be efficient with your money to reach your financial goals and build a better retirement savings.

Personal
Managing Your Money
Financial Planning

7/6/2023

Exploring your options for college savings

https://www.ubt.com/learning-center/blogs/exploring-your-options-college-savings

Knowing what kind of college savings accounts exist can take some of the stress out of starting to save for those higher education years.

Personal
Managing Your Money
Early Years

4/12/2023

Why Millennials Need Wills: Worst-Case Scenarios

https://www.ubt.com/learning-center/podcasts/why-millennials-need-wills-worst-case-scenarios

Don't wait until it's too late. Our experts make the case for Gen Zs and millenials to start making their wills and other arrangements now.

Personal
Managing Your Money
MoneyBetter

9/1/2023

When a 15-year mortgage is the right way to go

https://www.ubt.com/learning-center/blogs/when-15-year-mortgage-right-way-go

Personal
Managing Your Money
Owning a Home
Mortgages

3/13/2024

How to change your phone number in UBTgo

https://www.ubt.com/learning-center/blogs/how-change-your-phone-number-ubtgo

Updating your phone number in UBTgo doesn’t have to be a complicated process — learn how here!

Personal
Online Banking
UBTgo

7/11/2023

SECURE 2.0 changes to Roth accounts

https://www.ubt.com/learning-center/blogs/secure-20-changes-roth-accounts

We break down the SECURE 2.0 Act of 2022 (“SECURE 2.0”) important changes affecting Roth accounts in employer-sponsored retirement plans.

Business
Retirement
Retirement Plans

10/21/2025

When and how to apply for scholarships

https://www.ubt.com/learning-center/blogs/when-and-how-apply-scholarships

Apply early for scholarships and financial aid to reduce college costs. Use FAFSA, grants, and free resources to avoid student debt.

Personal
Banking 101

12/9/2025

Home sweet home: ET’s Sweets brings home-baked goods to the pop-up shop

https://www.ubt.com/learning-center/blogs/home-sweet-home-ets-sweets-brings-home-baked-goods-pop-shop

ET’s Sweets is taking over the pop-up shop. Erin Odem will be offering a variety of baked goods with allergy-free options.

Personal
Pop Up
Small Business