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

Retirement in Sight – October 2016

Do You Understand the Social Security “Earnings Penalty”? Most baby boomers know that their Social Security benefits can be reduced if they earn too much in retirement. While 76% of baby boomer respondents to a 2015 AARP survey understood this fact, 57% also thought they would never recoup those surrendered

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Economic & Market Outlook Call – Replay Information

    If you missed the BOK Financial Economic & Market Outlook call or would like to listen to the call again, a replay of the call is now available. Participants will be required to state their name and company upon entering the call. To access the audio recording: Dial:

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October Is National Financial Planning Month

Saving is a great start, but planning to reach your financial goals is even better. Provided by:  Kent Butcher, MBA, Registered Investment Advisor Representative Lea Ann Nunley, Registered Investment Advisor Representative September 23, 2016 Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning

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  • Massachusetts Mutual Life Insurance Company
  • Mysock, Chevaillier & Bolden, L.L.P.