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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.

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.

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.

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.

Personal
Estate 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.

Personal
Managing Your Money
Financial Planning

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.

Personal
Running a Business
Small 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.

Business
Retirement
Retirement Plans

6/21/2022

4 estate planning documents your college-aged child should have

https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have

If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.

Personal
Estate Planning

6/22/2022

Neighbor

https://www.ubt.com/neighbor

At UBT, we love the communities we serve, and we love building them right along with you. Learn more about what it means to choose a bank that cares.

Personal

7/25/2022

Retirement plans: Why choosing local matters

https://www.ubt.com/learning-center/blogs/retirement-plans-why-choosing-local-matters

When your retirement plan is administered locally, your participants will be calling and chatting with someone who lives and works in the same community.

Business
Retirement
Retirement Plan Sponsor