Investments Education and Services Provided to U.S. Utility and Energy Workers

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Utilities Employees Investment Services will provide its first educational workshop later this summer for workers in the U.S. utility and energy industry and their family members.

financial investments for utility workers
We enjoy working with utility workers and their family members to identify their financial goals. Then we can discuss the possible financial solutions for their investment needs.

Utilities Employees Credit Union (UECU), a virtual credit union serving the utility and energy industry nationwide, has partnered with SWBC Investment Services, LLC to offer a full range of investment and insurance services through Utilities Employees Investment Services (UEIS).

Later this summer, Utilities Employees Investment Services will begin offering educational workshops on investments for Credit Union members on the morning of August 9, 2012 at its facility in UECU’s Wyomissing, PA headquarters. This first UEIS workshop will address the subject of Investing For Tax-Free Income, with a focus on the features and benefits of municipal bonds and municipal bond funds. Presenters will include UEIS representatives James Miller and Gina Katrinak, as well as a representative from one of their participating investment providers.

“Whether people are saving for retirement or another goal, a lot of financial growth can be eroded by taxes, so this is an important strategy for people trying to grow their finances without affecting their taxable income,” says James Miller, Financial Advisor for Utilities Employees Investment Services. “Municipal bonds are also typically an asset class that can offer them a bit more stability in their investments mix.”

For individuals who cannot attend the event in person, UEIS plans to make its educational workshops available in video format following the events, on the UECU YouTube webpage at

Utilities Employees Investment Services provides a full array of investment products as well as consultation services and tools to help members examine or develop their investment portfolio. UEIS’ representatives also assist individuals and families with financial plans for goals including retirement, saving for a college fund, buying a home, or leaving a legacy.

“We enjoy working with utility workers and their family members – and start by finding out what’s important to them and what their goals are,” says Miller. “Then we can discuss the possible financial solutions for their short-term, mid-term, and long-term investment needs.”

For more information on Utilities Employees Investment Services, visit

About Utilities Employees Investment Services
Utilities Employees Investment Services (UEIS) offers a full range of investment and insurance services through the partnership between Utilities Employees Credit Union and SWBC Investment Services, LLC. Utilities Employees Investment Services’ representatives are located at the headquarters of UECU, a nationwide, virtual credit union that provides financial services to utility and energy workers and their families. UEIS serves the investment needs of these credit union members, including the employees of 600 utility companies across the nation. Securities are offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.


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