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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 May 17, 2023
Wednesday May 17, 2023
Financial planning is not only an important way to protect
yourself, but can also be used to protect your loved ones.
Having financial plans in place allows you to build trust and
provide care, as well as leave a legacy you can be proud of.
Securities and advisory services offered through Copper Financial Network (“Copper Financial”), LLC, Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by Copper Financial. For important disclosures from Copper Financial, including our Form CRS, please visit here. Investment and insurance products, including annuities: Are not deposits | Are not NCUA or otherwise federally insured | Are not obligations of, or guaranteed by, the credit union | May lose value.
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