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November 11, 2020

CommunityAmerica Debuts Pilot Podcast Episode

By Wealth Management by CommunityAmerica

Podcasts, Financial Planning

Welcome to our very first episode of our new podcast, The Community Conversation, where we'll be tackling a wide variety of financial topics we believe will be of interest to our members.

For our first episode, Heath Burch, Director of Wealth Management by CommunityAmerica, and Matt Johnson, Vice President of Marketing for CommunityAmerica Credit Union, cover a lot of ground.

From addressing our approach to complex topics such as net worth and special needs planning, to illustrating how everything comes back to our mission of helping our members achieve financial peace of mind, listen in to more about the organization, and what to expect from the podcast in the weeks ahead!

Check out the new episode below:

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About the Author

Wealth Management by CommunityAmerica

Wealth Management by CommunityAmerica is rooted in helping individuals, business owners and families with financial and investment planning to help them achieve a financial peace of mind. At the center of our Wealth Management practice is a focus on you, the member.

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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

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Link to the Copper Financial Customer Relationship Summary.

Investment and insurance products offered through Copper Financial:

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