The Community Conversation by CommunityAmerica

Author: CommunityAmerica Credit Union

Welcome to the Community Conversation. Its both brought to you by and hosted by CommunityAmerica. And while some people know who CommunityAmerica is, maybe you dont. 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 CommunityAmericas 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!
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Language: en

Genres: Business, Management, Non-Profit

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Finances Throughout Life Stages: Losing A Loved One
Episode 33
Tuesday, 11 June, 2024

This episode is intended to equip listeners with practical advice and knowledge to navigate these challenging times, emphasizing the importance of early preparation and responsible financial planning to alleviate the burden on loved ones during times of grief and loss. This podcast is brought to you by CommunityAmerica Credit Union. This recording is for educational and entertainment purposes only. It is not intended to replace the advice of a loan representative or financial advisor. The examples provided are for illustration purposes only and may not apply to your situation. Since every situation is different, we recommend speaking to a loan representative or financial advisor regarding your specific needs. You may also want to contact your tax advisor for additional tax implications. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind. Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment adviser. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CuFi. For important disclosures from CuFi, including our Form CRS, please visit here. Please note non-deposit investments are: not federally-insured; not obligations of the credit union; not guaranteed by the credit union; involve investment risk; and if applicable, are being offered by a dual employee who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of a third-party broker.