Skip to Content

Know your wealth: wealth strategy planning for women

The idea of building a comprehensive wealth strategy plan can be overwhelming, which is why many of us put off getting started. Christine Graham, executive vice president/chief fiduciary officer and director of trust administration, and Kim Gattis, senior vice president and financial planner, share how to map out a financial plan, keys to estate planning and actionable steps you can take now to build a successful wealth strategy plan.

Financially adjusting to life as empty nesters

As parents, you’ve probably spent the last 18 or so years prioritizing spending money on your children, their activities and their needs. When they finally leave the nest, your entire financial picture can change. Now instead of paying for dance lessons or club sports, you will likely shift your spending to different aspects of your life. Discover four financial considerations you may want to evaluate.

UMB Launches Free Financial Education Site

In honor of National Financial Capability Month in April, UMB is proud to announce a strategic partnership with EVERFI to offer financial educational programs through UMB’s online Financial Education Center. EVERFI offers a digital learning platform that leverages scalable technology to build innovative, impactful education networks that empower people and transforms communities.

When you click links marked with the “‡” symbol, you will leave UMB’s Web site and go to Web sites that are not controlled by or affiliated with UMB. We have provided these links for your convenience. However, we do not endorse or guarantee any products or services you may view on other sites. Other Web sites may not follow the same privacy policies and security procedures that UMB does, so please review their policies and procedures carefully.