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9/23/2019

Mid Career

https://www.ubt.com/learning-center/mid-career
Many of life’s biggest milestones occur during these years: starting a family, buying a home, sending a child to college, or helping aging parents — all while t
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  • Personal
  • Mid-Career
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9/23/2019

Approaching Retirement

https://www.ubt.com/learning-center/approaching-retirement
Typically for people in their 50s, this is an empowering time. You’re more established in your career, have hit your peak earning years, and accomplished many g
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  • Personal
  • Approaching Retirement
  • Retirement
9/23/2019

In Retirement

https://www.ubt.com/learning-center/in-retirement
Congratulations — you’ve worked hard to reach this amazing milestone. What’s next for you? Travel? Starting a business? Philanthropic efforts? Whatever it is, y
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  • Personal
  • In Retirement
  • Retirement
9/24/2019

Health Savings Accounts

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/health-savings-accounts
An HSA is a personal savings account that can be used to pay for medical, dental, vision and other qualified expenses now or later in life.
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  • Personal
  • HSA
  • Omnify
9/24/2019

HSA Qualified Expenses

https://www.ubt.com/learning-center/guides/hsa-qualified-expenses
HSA Qualified Medical, Dental & Vision Expenses. Below is a quick reference list of expenses that can be reimbursed from a Health Savings Account.
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  • Personal
  • HSA
9/24/2019

HSA Videos

https://www.ubt.com/hsa-videos
Videos about managing your HSA
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  • Personal
9/24/2019

FSA Video Library

https://www.ubt.com/fsa-video-library
Videos about your flexible spending account including how to manage it online, file a claim, and be reimbursed for qualified medical expenses.
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  • Personal
9/24/2019

FSA Forms

https://www.ubt.com/fsa-forms
Use these forms to manage your FSA through your employer sponsored plan.
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  • Omnify
  • FSA
9/24/2019

Flexible Spending Accounts (FSA)

https://www.ubt.com/business/employee-benefits/omnify-health-benefits/flexible-spending-accounts-fsa
Flexible Spending Accounts are great for uncovered medical expenses.
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  • FSA
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9/24/2019

LPFSA Video Library

https://www.ubt.com/lpfsa-video-library
Videos about Limited purpose flexible spending accounts
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  • Personal

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