Dear HR

Employers may be tempted to ask job applicants about COVID-19, and whether or not the applicant has contracted the virus and since recovered. This line …Read More

Welcome Robert Straff

Get to know Robert: Name: Robert Straff Current title: Business Risk Consultant at Univest Insurance, LLC What is your specialty or area of focus? In …Read More

Welcome Amanda Berger

Get to know Amanda: Name: Amanda Berger Current title: Vice President and Relationship Manager, Commercial Banking at Univest Bank and Trust Co. What is your …Read More

The Benefits of a Revocable Living Trust

As you age, planning must be done for potential reductions in mental capacity. A general power of attorney naming a spouse or family member as …Read More

Navigating Love and Money

The topic of finances can be difficult for couples and families to talk about, but creating a plan together should be a top priority. In …Read More

Welcome Chris Eckardt

Get to know Chris: Name: Chris Eckardt Current title: Vice President and Relationship Manager at Univest Bank and Trust Co. What is your specialty or …Read More

Welcome Mindi Funk

Get to know Mindi: Name: Mindi Funk Current title: York Financial Center Manager at Univest Bank and Trust Co. What is your specialty or area of …Read More

Welcome Kristen Ventre

Get to know Kristen: Name: Kristen Ventre, AIF® Current title: Senior Vice President, Retirement Plan Services at Girard, a Univest Wealth Division What is your …Read More

Adapting Your Financial Plan Ahead of Changing Policy

Many people are unsure how the incoming administration’s economic policy will impact them and are concerned about the potential for rising taxes. While Biden has …Read More

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