Keeping with its virtual model, Utilities Employees Credit Unionwill offer investment and insurance services to its members.
|The new lineup comes through a partnership with SWBC InvestmentServices LLC, a registered broker-dealer. The services will beoffered through Utilities Employees Investment Services.
|The $1 billion UECU in Wyomissing, Pa., said members will have access toinvestment products as well as consultation services and toolsto help members examine or develop their investment portfolio.UEIS' representatives will also assist with financial plans forgoals including retirement, saving for a college fund, buying ahome, or leaving a legacy.
|Starting Aug. 9,UEIS will offer educational workshops to memberson investments. The first session will cover investing for tax-freeincome with a focus on the features and benefits of municipal bondsand municipal bond funds.
|UECU is a national, virtual credit union providing financialservices to utility and energy workers and their families. UEISserves the investment needs of the credit union's members,including the employees of 600 utility companies across thenation.
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