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Is your financial plan keeping pace with your life changes?






From growing your family to funding college to paying for a wedding, certain life events signal when and how you should financially prepare. President of Personal Banking Dana Abraham shares information on how effective life stage financial planning can help you successfully manage new life stages and disruptors in this brief video.

Dana also recently talked with the Kansas City Business Journal about items business owners should consider as they contemplate business succession and exit plans. Check out her five tips for business exit planning‡ (subscription required).

Interested in learning more about our Private Wealth Management division? See what we mean when we say, “Your story. Our focus.
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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.