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 – June 2018

When It Comes to Retirement Savings, How Much Is Enough? While it is hard for any pre-retiree to determine an exact answer to that question, it seems some are just stumped. A Bankrate survey just asked working-age Americans how much they should save to have a comfortable retirement, and the

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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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