Couldn’t make it to the Pre-Retirement Readiness Meeting in September?
If you weren’t able to join UPAL and BOK for the Pre-Retirement Readiness Meeting on September 27th, now you can listen to the same helpful pre-retirement planning information and tips on your own time. No matter what age or life stage, it’s not too soon or too late to plan for retirement.
Here’s what attendees said about the valuable information presented at the live meeting.
“The speaker was very interesting.”
“The presentation offered useful information put forth in an intelligent, straightforward manner.”
“This was one of the best financial seminars I have attended.”
When attendees were asked what actions they planned to take after hearing the information in this meeting, some of the responses were: “increase my deferral rate, change my asset allocation, and meet with someone to go over my positions.”
Got questions about the information presented?
Don’t hesitate to contact UPAL at 918-747-5585