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Local Financial Advisor Trades Calculator for Tool Belt: An Inspiring Story About Giving Back

Local Financial Advisor Trades Calculator for Tool Belt: An Inspiring Story About Giving Back

For immediate release:
December 15, 2008

Contact: Astrid Perez
(847) 522-8723
astrid.perez@bcu.org

December 15, 2008—Vernon Hills, IL—Baxter Credit Union (BCU) financial advisor Judy Evers is recognized for her exemplary efforts as part of her brokerage team and in response, creates an opportunity to give back.

Evers, BCU’s Senior Wealth Advisor, is a Registered Representative of Credit Union National Association (CUNA) Brokerage Services, Inc. She is renowned for cultivating long-term relationships with clients and helping credit union members achieve their financial goals.

Recently, Evers was due to attend a Florida conference to be recognized on her efforts on a select CUNA Brokerage Services Leadership Team. She and several other members of the team did some research on the area where the event was scheduled and discovered an opportunity to work with Habitat for Humanity. Eager to make a difference, they contacted Habitat for Humanity to learn how their small group might turn a corporate event into an opportunity to help others in these tough economic times.

At their own expenses, the team travelled a few days ahead of the conference to help build a new home for a local family. Upon arrival in early November, they joined other Habitat for Humanity volunteers to help with construction. "We wanted to make this an extension of what we do every day -helping families reach their goals,” said Evers. “It was more than a house we were building. It was their future."

Evers is part of a robust team of eight financial advisors with the BCU Investment Advisors Program. BCU Investment Advisors serves over 2,500 families. BCU Investment Advisors approach each client relationship with personalization and a professional style based on truly listening to their needs and long-term goals.

"As a credit union we choose partners to service our members that share our same goals and vision. We are proud as an organization to not only have such a competent team of financial advisors serving and guiding the financial goals of our members, but also that their personal efforts outside of their careers show immense character," said Michael G. Valentine, President and CEO of BCU. "This example echoes the founding philosophy of credit unions which is people helping people."

About Habitat for Humanity:
Habitat for Humanity has built nearly 300,000 houses around the world, providing more than 1.5 million people in more than 3,000 communities with safe, decent, affordable shelter. For more information, or to discover how you can get involved, visit www.habitat.org

About CUNA Brokerage Services:
CUNA Brokerage Services provides Broker Dealer services to nearly 400 credit unions nationwide. Working onsite at credit union, their partnering financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.

About CUNA Mutual Group:
CUNA Mutual Group is the leading provider of financial services to credit unions and their members worldwide. For information on the company, please go to CUNA Mutual Group’s website at www.cunamutual.com

About BCU:
With over $1.4 Billion in assets, BCU currently serves more than 140,000 members throughout the United States and Puerto Rico. Formed in 1981 and headquartered in Vernon Hills, Illinois, BCU is a not-for-profit, member-owned credit union known for competitive rates, low fees, and state-of-the-art services. Membership is open to several prestigious companies around the country, as well as anyone who lives or works in the Illinois counties of McHenry, Lake, DuPage, Kane, Cook (north of Rte. 58) and the village of Schaumburg. Call 1-800-388-7000 or visit www.BCU.org for more information.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR1—831-24E7