2025 Smarter in September: Our virtual series recap
In September, UBT’s Journey team brought back our beloved Smarter in September series, a virtual how-to lineup designed to inform, inspire, and spark meaningful conversations. Attendees joined us every other Tuesday at 2 p.m. for expert-led sessions that tackled some of life’s more delicate and important topics — including honoring loved ones through end-of-life planning, navigating the complexities of dementia, and safer ways to send money in today’s digital world.
Each segment featured live Q&A and helpful resources, with some presenters offering handouts to deepen the experience. Whether you joined us live or are catching up on YouTube, these thoughtful and practical sessions are well worth your time. So, settle in, browse the recaps, and get ready to push play — it’s time to get smarter!
Smarter Personal Expressions: A Guide to Celebrating a Life Well Lived
Featuring Kevin Orth, Director of Preneed Planning and Community Outreach – Butherus, Maser & Love Funeral Home
This heartfelt session offered a fresh approach to end-of-life planning, led by Kevin, whose warmth, humor, and honesty brought comfort to a topic often avoided. Through reflection on life’s past, present, and future, attendees explored how to capture meaningful memories, wishes, and insights. The goal: to ease the emotional and financial burden of funeral planning for loved ones while ensuring your memorial reflects who you are. From practical tools to emotional support, Kevin showed how planning ahead brings peace of mind, clarity, and a legacy of love. His message was clear — your final celebration should be as unique as your life. This is definitely time well spent — have a look!
Smarter About Sending Money: Safer Banking in a Digital World
Featuring Isabel Garcia, Assistant Trainer, Customer Support Team – Union Bank & Trust
Isabel delivered a clear, confidence‑building tour of UBTgo on both desktop and mobile app, showing how to set it up and move money quickly and securely. (Note: Message and data rates may apply.) She walked through BillPay, Zelle®, and other options step by step, then layered in essential best practices for online banking and peer‑to‑peer payments. Her guidance on fraud and scam awareness was practical and empowering — teaching attendees to spot red flags, safeguard accounts, and respond if something feels off. Throughout the session, Heather Rhea, Customer Support Team Manager, fielded questions, keeping the conversation interactive. Engagement was so high that Isabel extended the presentation by 30 minutes, ensuring everyone left with real‑world know‑how. If you want to feel safer and more in control when you bank digitally, this is a can’t‑miss session — check it out!
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