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.
Monthly News and Information for Current and Future Retirees Presented by UPAL – January 2020 QUOTE OF THE MONTH “Generosity is giving more than you can, and pride is taking less than you need.” KHALIL GIBRAN HOW THE SECURE ACT IMPACTS RETIREMENT ACCOUNTS A new federal law, the Setting Up
Things you can do for your future as the year unfolds. December 16, 2019 What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from
A look back at 2019, thus far… Presented by UPAL The year in brief. 2019 brought three quarters of disagreement over trade issues between the U.S. and China… followed by fourth-quarter hints that a partial trade deal could be reached. Concerns grew over economic deceleration in America, and the Federal
