9/25/2019 Retirement Plan Rollover https://www.ubt.com/personal/investments/401k-403b/rollover When you make a career move, your retirement fund moves with you. UBT offers accounts for customers wanting to move their money into a non-employer associated Read More PersonalRetirementIRA
9/15/2025 Planning for your future post-college https://www.ubt.com/learning-center/blogs/planning-your-future-post-college Graduating means new routines, expenses, and goals. Plan ahead—whether for months or decades—to set yourself up for success in adulthood. Read More PersonalManaging Your MoneyBanking 101Budgeting
8/28/2024 Bailey's story https://www.ubt.com/baileys-story Meet Bailey. She's fresh out of dental school and is motivated to make her dream of opening her own dental practice come true. Read More Personal
10/3/2019 UBT Business FAQs https://www.ubt.com/learning-center/faq/ubt-business-faqs BusinessBusiness Banking OnlineZelle BusinessZelle
10/26/2021 Rod Al-Rashid https://www.ubt.com/about/directory/rod-al-rashid Wealth ManagementInvesting
9/15/2022 Brittany Planos https://www.ubt.com/about/directory/brittany-planos PersonalFinancial Literacy Coach
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9/17/2025 Budgeting after getting your first job https://www.ubt.com/learning-center/blogs/budgeting-after-getting-your-first-job Got your first job? Congrats! Track income and expenses, save smart, and budget wisely to stay financially stable. Click to learn how. Read More PersonalManaging Your MoneyBudgetingBanking 101
9/16/2025 Molly Christenson https://www.ubt.com/about/directory/molly-christenson Financial Literacy Coach
1/9/2023 Trisha Scherer https://www.ubt.com/about/directory/trisha-scherer Consumer Loan SpecialistPersonal Banker
