News Room

WBON (Women Business Owner's Network) Burlington Chapter Meeting

Wednesday, August 16, 11:30 a.m. - 1:30 p.m.

Topic: Who's Managing the Family Money?

For many families, this is a question
getting some new answers lately and sending financial planning professionals into
profound change. Once the exclusive domain of “the man of the house,” managing the
family s investments is increasingly shifting to the one who schedules the medical
appointments, gets the kids to school and gets the bills paid: the woman. Just as it is
with finding the right medical care, the choice of your professional financial advisor can
make a lifelong difference in your family s financial security.

Heidi Clute is the owner of Clute Wealth Management in Plattsburgh, NY, an
independent firm that provides strategic financial and investment planning for
individuals and small businesses. One of five Clute daughters and a twin, Heidi grew up
in Plattsburgh and earned her degree from SUNY. She opened her firm in 1984 and has
worked for more than two decades establishing a successful full-service financial
planning business that manages $90 million in assets through LPL Financial. A
frequent lecturer and instructor on retirement planning and Investing 101, Heidi is a
registered principal with, and offers securities through LPL Financial.

Location: Windjammer Conference Center, South Burlington