All United branches and offices will be closed in observance of Memorial Day, Monday, May 27. Access your United accounts by logging into Online or Mobile Banking, calling Voice Banking, or stopping by an ATM.

United Investment Planning: Retirement, Wealth Management, Insurance


Take advantage of an opportunity to learn valuable insights on financial information, at no cost or obligation.

free virtual financial education workshops

Financial education is an important aspect of any long-term plan. Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness.

Attend as many of the free virtual workshops as you like.

Three Transitions to Retirement
May 29, 6:00 PM EST

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. How to confidently address the financial, lifestyle, and emotional transitions to retirement.

  • More confidently address the financial, lifestyle and emotional transitions to retirement
  • Guard against risks and manage the inevitable ones
  • Gauge when you’re ready for retirement

Space is limited so please make your reservations today!
Reserve Your Virtual Seat

Get to know Your Rollover Options
June 11, 6:00 PM EST

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

Space is limited so please make your reservations today!
Reserve Your Virtual Seat

Rethinking Diversification
June 25, 6:00 PM EST

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Space is limited so please make your reservations today!
Reserve Your Virtual Seat

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.