Providing Financial Services & 
UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.
J. Brian Henderson, BOK Financial’s Chief Investment Officer, will provide a comprehensive market analysis, review the latest U.S. and global economic conditions and discuss what it means for you and your business. SPEAKERS: Brian Henderson, Executive Vice President, Chief Investment Officer Matt Stephani, President, Cavanal Hill Investment Management Doug Benton,
MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY UPAL – MARCH 2021 QUOTE OF THE MONTH “The life you have led doesn’t need to be the only life you have.” ANNA QUINDLEN NEED CASH? AVOID TAPPING YOUR RETIREMENT ACCOUNT Imagine if your 35-year-old self magically appeared in
What you need to know to get ready for the end of the year. Provided by UPAL With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to
