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

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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Retirement in Sight – September 2016

Can You Determine Your Ideal Retirement Income by Formula? Retirement income formulas can serve as a starting point or simple estimation of the amount of money you may need per month or year, but other factors may influence those needs as well. Some articles state that you need to live

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You’re Invited: BOK Financial’s Economic and Market Outlook Call

  Please join Jim Huntzinger, BOK Financial’s Chief Investment Officer, for our next Economic & Market Outlook Call. Wednesday, October 12, 2016 3:30 p.m.-4:30 p.m. Central Conference Call Number: 1-888-317-6003 Participant Elite Entry Number: 7580285 Conference Call Topics: We will provide a comprehensive market analysis, review the latest U.S. and global

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