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Starting a company is always a risk. But with UBT’s help, Chris founded three successful endeavors: CL Construction, CL Development, and Cupertino Airlines.

Personal

5/2/2022

Financial Literacy Program

https://www.ubt.com/financial-literacy-program

Through our Financial Literacy program, we’re building a different type of relationship: the relationship between people and their money.

Personal
Financial Literacy

8/4/2022

Making annual exclusion gifts can be a deceptively powerful estate planning strategy

https://www.ubt.com/learning-center/blogs/making-annual-exclusion-gifts-can-be-deceptively-powerful-estate-planning

One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion.

Personal
Estate Planning
Estate Planning

7/27/2022

Journey looks at estate planning for the sandwich generation

https://www.ubt.com/learning-center/blogs/journey-looks-estate-planning-sandwich-generation

The sandwich generation faces a unique set of circumstances that can make financial planning tricky. We offer some tips.

Retirement
Journey

10/27/2022

Journey explores Medicare open enrollment readiness

https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness

Recap of our recent webinar exploring Medicare readiness for open enrollment.

Personal
Journey

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