Financial Planning to Protect Your Loved Ones

https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/d1/6c/ad/d16cad87-9662-d322-0f83-40b241d4ed6a/mza_12115305108619296523.png/600x600bb.jpg

The Community Conversation by CommunityAmerica

CommunityAmerica Credit Union

30 episodes

7 months ago

All content for The Community Conversation by CommunityAmerica is the property of CommunityAmerica Credit Union and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Management

Business,

Non-Profit

Financial Planning to Protect Your Loved Ones

The Community Conversation by CommunityAmerica

37 minutes 47 seconds

2 years ago

Financial Planning to Protect Your Loved Ones

Financial planning is not only an important way to protectyourself, but can also be used to protect your loved ones. Having financial plans in place allows you to build trust andprovide 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.