HEALTHCARE & BEYOND

UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

Join Us for BOK Financial’s Economic & Market Outlook Call

Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for a Mid-Year Economic & Market Outlook Call. We will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you.   Wednesday, July 11, 2018 3:30 p.m – 4:30 p.m. Central

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Set Goals as You Save & Invest

Turn your intent into a commitment. June 11, 2018 Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by

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What Women Shouldn’t Retire Without

A practical financial checklist for the future. June 11, 2018 When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections,

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