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Welcome to the Community Conversation. It‘s both brought to you by and hosted by CommunityAmerica. And while some people know who CommunityAmerica is, maybe you don‘t. But what we know is that we have a compelling, interesting, and impactful story to tell. And our goal with these conversations will never be to sell CommunityAmerica‘s products and services, but rather have important conversations with our very talented employees, leaders, members, community partners, experts from a variety of industries and causes to help educate and inform you. You can expect two new episodes per month, each from 25-40 minutes in length. Looking forward to having you jump into The Community Conversation!
Episodes
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
Listen to the first episode of The Community Conversation, hosted by CommunityAmerica.
In this show, you'll hear from Matt Johnson, CommunityAmerica's VP of Marketing and Heath Burch, CommunityAmerica's Director of Wealth Management as they begin the first conversation to educate and inform you...the CommunityAmerica member.
This laid back and casual conversation is packed with education and insights, including:
- CommunityAmerica's 80+ year approach of people helping people
- How members are at the heart of everything we do
- Heath's curvy path to the credit union
- How special needs planning includes far more than managing money
- How real wealth management goes beyond financial figures
- The CommunityAmerica caring approach
- What the team wealth means to our team
- How we've welcomed members to our comfy couches
- How relationships and open doors are what we're after, not just high net worth
- The embarrassing aspects of money
- Why personal, intimate experiences for our members are our aim
Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a SEC registered investment advisor. Products offered through CAFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS.
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