You owe it to yourself

News & Information

Happenings and Dates to Remember

Let's Talk about Social Security and your future... Join in the discussion with featured Speaker Dr. Joe Zandlo EdD at one of our three locations and times.  Tuesday, April 7th from noon-1:00 at Ventures Bar & Grill in Fosston; Tuesday, April 7th from 6:00-7:00 at the GrandStay Hotel & Suites Thief River Falls;  Wednesday, April 8th noon-1:00 Bemidji Eagles Club

 

UBM Scholarship - In 2015, UBM will again offer three $1,000 scholarships to area graduating seniors.  Click here for more information.  The deadline for submission is April 10, 2015

 

 

 

 

      

 

 

 

 

 

 

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UBM Life Stages Planning

Strengthen the Financial Stages of Your Life 

If there’s one thing we can be sure of in life, it’s change—and change that will undoubtedly affect your financial status.  Over time, our lives evolve into different stages with varying levels of monetary demand and often with unexpected twists and turns that can derail the best of financial intentions.  Alternatively, events may occur that enhance our financial position, and these need to be handled with knowledge and care, making the most of our long-term worth. 

Life Stages

Ultima Bank Minnesota understands the special financial considerations that need to be addressed throughout the different stages of our lives.  Wherever you are on life’s journey—preparing for college, starting a career, raising a family or planning for retirement—we have the experience, personnel and products to guide you towards the attainment of your financial dreams and goals.   

To take advantage of our specific products and programs, click below on the stage that’s right for you, and see how we can help you strengthen your financial position. 
 

Student:  Teen & College Age  – Learn to manage money and prepare for the cost of higher education
Getting Started – Financial advice for young adults entering the work force
Families on the Go Managing the financial responsibilities of family life
Career-Focused Adult  –  Financial guidance for maturing adults without children
Pre-RetireeTransform  your financial habits to prepare for the future
Retiree  – Protect your wealth and start paying yourself

For help determining the best practices and products for sound and productive money management during your particular lifestage, please contact us at 800-421-2588 or customerservice@ultimabank.com.