4/17/2023 How often should you review your estate plan? https://www.ubt.com/learning-center/blogs/how-often-should-you-review-your-estate-plan As year end approaches, it’s a good time to review your estate plan. Here’s what to consider. Read More PersonalEstate Planning
12/8/2021 Hands On vs Hands Off Investing https://www.ubt.com/learning-center/videos/hands-vs-hands-investing For some investors, a hands-on approach makes sense. For others, hands off is the way to go. See which one is right for you. Read More PersonalInvestingRetirement
1/22/2024 What is an RMD? https://www.ubt.com/learning-center/blogs/what-rmd As you approach your retirement years, take some time to familiarize yourself with RMD, or required minimum distribution. Read More PersonalRetirementApproaching RetirementRetirement
6/26/2024 Is your church prepared to apply for a loan? https://www.ubt.com/learning-center/blogs/your-church-prepared-apply-loan UBT's Ryan Coleman discusses important points churches will need to consider when preparing to request a loan from a financial institution. Read More BusinessRunning a BusinessChurch Loans
6/26/2024 Collaboration is key for a church expansion plan https://www.ubt.com/learning-center/blogs/collaboration-key-church-expansion-plan UBT's Ryan Coleman discusses all the moving parts that must come together for a church to undergo an expansion or new building project. Read More BusinessRunning a BusinessChurch Loans
3/6/2023 Intentional financial wellness: An important aspect of self-care https://www.ubt.com/learning-center/blogs/intentional-financial-wellness-important-aspect-self-care Remember that financial wellness is a core component when attending to your self-care. Read More PersonalManaging Your MoneyBudgeting
7/22/2022 Catholic Social Services https://www.ubt.com/big-give/catholic-social-services Vote for Catholic Social Services to win $100,000 through The Big Give, presented by UBT. Read More Personal
7/22/2022 Capital Humane Society https://www.ubt.com/big-give/capital-humane-society Vote for Capital Humane Society to win $100,000 through The Big Give, presented by UBT. Read More Personal
7/22/2022 Autism Family Network https://www.ubt.com/big-give/autism-family-network Vote for Autism Family Network to win $100,000 through The Big Give, presented by UBT. Read More Personal
7/22/2022 Center for People in Need https://www.ubt.com/big-give/center-people-need Vote for Center for People in Need to win $100,000 through The Big Give, presented by UBT. Read More Personal