Journey from UBT

Thus begins the Journey

The Journey program is designed with those age 50+ in mind, with a focus on curiosity, community, and opportunities for growth and learning. These are the you years, and UBT wants to help make the most of them!

Smarter in September

Get smarter with Journey’s virtual series

UBT’s Journey team just wrapped up our fifth run of Smarter in September, everybody’s favorite virtual how-to series. Two veteran Journey presenters were joined by some new favorites to share their expertise on great topics like budget and nutrition-conscious shopping and meal planning, informed Medicare open enrollment, smart college savings options, and rightsizing considerations from a real-estate perspective. These segments are so popular, we capture them whenever possible for our YouTube archives and are sharing them here. So whether you missed one — or all — of the sessions the first time around, or just want a second look, you’ll find that these entertaining and edifying segments are time well spent. Click through to read the recaps and see the videos!

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The Sandwich Generation’s Guide to Estate Planning

If you’re a part of the Sandwich Generation (caring for an older parent and raising a family simultaneously), your estate plan will have a few special considerations. This free guide will walk you through it all.

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A Medicare readiness checklist

If you’re already enrolled in Medicare, the annual open enrollment period (Oct. 15 to Dec. 7) gives you the chance to review your current coverage, compare it with other options, and switch to another plan for the following year if you’d like. We’ve put together an annual enrollment checklist, complete with helpful information to help you get the ball rolling.



(Note that open enrollment is not for you if you are just about to sign up for Medicare for the first time. You get your own enrollment period to do that, and we have a resource for that, too!)

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2024 Journey Travel Opportunities

Wheels up on these new Journey tours!

Big, big news, Journey friends: We’ve rolled out our two trending tours for 2024, offering bucket-list-caliber group travel to our travel enthusiasts. We could not be more excited to offer you these impeccably planned, professionally led travel opportunities to sought-after destinations.

We have once again partnered with Mayflower Cruises & Tours to present these incredible opportunities for our Journey travelers. There are amazing early booking and airfare deals available if you act fast! Click the link below to view the tour flyers and print the registration form. Have questions or prefer to receive your flyers in the mail? Contact Kelly Robare!

Journey’s Greatest Hits

This playlist gives you a sampling of our previous virtual events for your reference and entertainment. Enjoy!

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