The Community Conversation by CommunityAmerica11 Marras 2020

Conversation #1: A Curvy Path, A Comfy Couch, and the Credit Union Touch

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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