3/8/2022 Laura Lyons https://www.ubt.com/about/directory/laura-lyons BusinessHealth Benefits Specialist
2/7/2024 Shred Day https://www.ubt.com/learning-center/events/shred-day Join us for Shred Day and shred up to 50 pounds of documents for free! Read More PersonalCommunity Commitment
6/3/2022 Building A Dream: CL Construction https://www.ubt.com/neighbor/building-dream-cl-construction Starting a company is always a risk. But with UBT’s help, Chris founded three successful endeavors: CL Construction, CL Development, and Cupertino Airlines. Read More Personal
6/3/2022 Calling UBT “Home” https://www.ubt.com/neighbor/calling-ubt-home UBT helped the Ordunas quickly get prequalified for their dream home before they left for a vacation. Read More Personal
6/3/2022 Bank Grandson https://www.ubt.com/neighbor/bank-grandson Chase at UBT acted quick to help prevent a 92-year-old customer from being scammed out of $20,000. Read More Personal
6/6/2022 Estate planning and business succession planning: The lines blur with a family business https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business Transferring a family business to the next generation requires a delicate balancing act. Read More PersonalEstate Planning
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. Read More PersonalManaging Your MoneyFinancial Planning
3/27/2024 Retirement Chat: Market Volatility https://www.ubt.com/learning-center/podcasts/retirement-chat-market-volatility Jason sits down with Joe, an investment officer at UBT to discuss current market volatility and how that affects your retirement. Read More BusinessRetirementMarkets
6/5/2023 10 mistakes new business owners should avoid https://www.ubt.com/learning-center/blogs/10-mistakes-new-business-owners-should-avoid Avoid these 10 common mistakes when starting and running a small business. Read More PersonalRunning a BusinessSmall Business
6/16/2022 Which retirement plan is right for your business? https://www.ubt.com/learning-center/blogs/which-retirement-plan-right-your-business Choosing the right retirement plan for your business is not one size fits all. Learn more about what to consider when choosing a plan. Read More BusinessRetirementRetirement Plans
