5/17/2022 TJ Hansen https://www.ubt.com/about/directory/tj-hansen PersonalFinancial PlannerPortfolio ManagerWealth ManagementFinancial PlanningWealth Management
5/19/2022 A living will can help ensure your last medical wishes are carried out https://www.ubt.com/learning-center/blogs/living-will-can-help-ensure-your-last-medical-wishes-are-carried-out Many people confuse a living will with a last will and testament, but they aren’t the same. These separate documents serve different, but vital, purposes. Read More PersonalEstate Planning
6/25/2021 2021 updates to NACHA Operating Rules https://www.ubt.com/learning-center/guides/2021-updates-nacha-operating-rules Be sure you have the latest National Automated Clearinghouse Association (NACHA) Rules to help you ensure efficient, secure ACH payment processing. Read More BusinessRunning a BusinessFraud PreventionBusiness Banking
6/29/2021 Starting your dental practice with good leadership https://www.ubt.com/learning-center/blogs/starting-your-dental-practice-good-leadership Getting the leadership team right for your dental practice can steer your business toward long-term success. Read More BusinessRunning a BusinessPrivate Banking
6/30/2021 Wellness Accounts https://www.ubt.com/business/employee-benefits/omnify-health-benefits/wellness-accounts Business
7/19/2021 Private-owner auto purchases: what to know, what to bring https://www.ubt.com/learning-center/blogs/private-owner-auto-purchases-what-know-what-bring Let's be honest, we don't buy cars all that much so it's easy to forget something when going to purchase a used car. We're here to help you out. Read More Managing Your MoneyAuto Loans
11/14/2023 Check in with your yearly financial goals https://www.ubt.com/learning-center/blogs/check-your-yearly-financial-goals Learn about some tips that can help you perform a financial wellness check-in and how you can improve your finances. Read More Managing Your MoneyBudgetingFinancial Literacy
7/14/2021 Buying a pre-owned car https://www.ubt.com/goals/buying-pre-owned-car Buying a used car can be a great option. We've put together a guide so you don't miss any steps in inspecting the car or completing the transaction. Read More PersonalManaging Your MoneyBuilding CreditAuto Loans
3/11/2022 Desktop Teller and Mobile Deposit best practices https://www.ubt.com/learning-center/blogs/desktop-teller-and-mobile-deposit-best-practices Learn about the different best practices for UBT's Desktop Teller and mobile deposit services. Read More BusinessBusiness Banking OnlineBusiness Banking
7/19/2021 A fresh look at CRTs, CRATs and CRUTs https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning