About Us

The UBA Process

UBA and its advisors work with each Local to provide periodic work shops that members are encouraged to attend. Workshops typically occur at the Local’s location between shutdowns. The goal of these meetings is to prepare members for retirement while making them aware of some common challenges specific to them.

 

The workshops cover investment volatility, inflation, taxes and health care costs so that each member can understand the potential perils in retirement. Additional workshop topics include topics such as longevity, chronic illness, Social Security and will and estate planning.

 

Those who wish to move forward with lifestyle/retirement planning after attending the workshops will have opportunities to schedule an individual consultation with a knowledgeable advisor. All costs for consultations are waived for the skilled trade members and their families. 

Hand coordination together of factory owner or manager, female specialist, and old worker in factory. Synergy and teamwork concept.
CFO

Lee Dillon

In 2001 at his father’s request, Lee made it his mission to work with the union skilled trades. And since that that time Lee and his team have been committed to making a difference and bringing peace of mind to the union skilled trade worker, by utilizing proprietary tools to deliver personalized lifestyle/retirement bl(U)prints to the union skilled trade worker.

Jane Byrne

Jane, originates from England, but has resided in the US for more than 40 years.  She started her Administrative career at 16 and has various background experiences including architecture, legal, accounting, public relations and advertising, and her positions within these industries, have included Administrative Assistant, Office Manager, Executive Assistant and Personal Assistant.  The last few years have found her as program coordinator and has brought great satisfaction. 

Request a Callback

We’re here to help you simplify complex things and make them easy to understand. We don’t use confusing language or doublespeak.


    Our Offices

    Address

    260-570-5463
    lee@unionbenefitadvisors.com
    2619 Northgate BLVD
    Fort Wayne, Indiana
    46835

    Contact Us