Empower Blog

November 11, 2020

CommunityAmerica Debuts Pilot Podcast Episode

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
CommunityAmerica 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. We know everyone’s financial situation is unique. By understanding your goals and financial aspirations, we can craft a roadmap that can assist you in reaching them. Whether you’re looking to build and preserve wealth, plan for college expenses, save for retirement or leave something for the people and organizations you care about, our Wealth Advisors are here to guide you through your short- and long-term plans to strengthen your financial health.

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 Bank Guaranteed

May Lose Value