2/11/2022 Mark Portz https://www.ubt.com/about/directory/mark-portz PersonalPortfolio ManagerWealth Management
9/13/2019 Susan Horst https://www.ubt.com/about/directory/susan-horst PersonalPortfolio ManagerWealth Management
4/26/2023 Lincoln veteran finds purpose in penmaking https://www.ubt.com/learning-center/blogs/lincoln-veteran-finds-purpose-penmaking Since the Veterans in Recovery program started in January 2018, more than 260 veterans have joined Nebraska Innovation Studio. Read More PersonalCommunity CommitmentUNL
12/14/2023 SIMPLE IRA: A retirement option for your employees https://www.ubt.com/learning-center/blogs/simple-ira-retirement-option-your-employees SIMPLE IRA's are a low-cost option that allows employees to establish retirement savings and reap all the benefits of pre-tax contributions. Read More PersonalRetirementIRA
3/2/2026 What is a money market account? https://www.ubt.com/learning-center/blogs/what-money-market-account A money market account is a versatile tool that has a whole host of benefits. Read More PersonalManaging Your MoneySavings
5/1/2025 What is APY and why does it matter? https://www.ubt.com/learning-center/blogs/what-apy-and-why-does-it-matter Understanding APY — short for annual percentage yield — can unlock the true growth potential of your savings. Read More PersonalManaging Your MoneyBanking 101
10/28/2025 Create an estate planning road map using a letter of instruction https://www.ubt.com/learning-center/blogs/create-estate-planning-road-map-using-letter-instruction An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction. Read More PersonalRetirementEstate Planning
12/17/2025 Benefits enrollment season: What you need to know https://www.ubt.com/learning-center/blogs/benefits-enrollment-season-what-you-need-know Learn what benefits enrollment season means, why it matters, and how Omnify makes choosing health, dental, and savings plans simple and stress-free. Read More BusinessHealth BenefitsOmnifyEmployee Benefits
