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Quarterly Podcast - October 2012

Union Bank & Trust Retirement Plan Services hosted a podcast including a 3rd Quarter investment market overview and participant education highlights.

Featured presentations from:

  •  Jon Read, Financial Education Consultant
    Quarterly Investment Update
    - Third Quarter Reflections 2012
    - Stock and Bond Market returns

  •  Andrea Auer, Financial Education Consultant
    “The Importance of Financial Awareness”
    - Know why you buy
    - Determine your goals
    - Identify your needs and wants

  • Download the Podcast

Plan Participants – If you have individual questions about your account please call (402) 323-1592 to speak to your Plan’s Education Coordinator.

Plan Sponsors – If you have comments or suggestions for future conference calls please contact your Relationship Manager.

 
 
   
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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

*Investment services offered through Union Bank & Trust Company’s Trust Division.

Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.
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