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Navigating the Great Wealth Transfer
How Credit Unions Can Prepare For The Great Wealth Transfer By: Copper Financial Over the next two decades, the world will witness a historic transfer
May 21, 2024
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Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is a SEC registered investment adviser. Products offered through Copper Financial: 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. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union.