Plattsburgh, N.Y. – Heidi Clute, owner of Clute Wealth Management, recently presented a workshop titled, “ Retirement — a Journey, not a Destination” to the professional honor society of women educators, the Delta Kappa Gamma International. Heidi shared information and tools to help assess the vital signs of current financial health and planning for the future. Clute Wealth Management is an independent firm and Registered Investment Advisor providing strategic financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. As a Registered Investment Advisor, Clute Wealth Management can act in a fiduciary capacity, has additional disclosure requirements and can provide discretionary or nondiscretionary services.
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The Delta Gamma Kappa Society International Presentation: "Retirement — a Journey, not a Destination."
Heidi Clute Attends LPL Financial 2009 National Conference
PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management recently attended focus09, a leading financial services industry conference hosted by LPL Financial, one of the nation’s leading financial services companies.
Heidi Clute among "Best of the Best" Financial Advisors attending Barron's Winner's Circle Top Independent Advisors Summit
PLATTSBURGH, NY. – Heidi Clute of Clute Wealth Management attended the first-annual "Top Independent Advisors Summit" hosted by Barron's Magazine, which promotes best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the Arizona Biltmore on May 6th-8th in Phoenix, AZ.
Heidi Clute Invited to Barron's First Annual Top Independent Advisors Summit
PLATTSBURGH, NY. – Heidi Clute, of Clute Wealth Management, was invited to attend the Barron's first annual Top Independent Advisors Summit, which is the latest extension of its successful "Winner's Circle" conference franchise. Clute, who has offices in Plattsburgh, NY and South Burlington, VT, will be part of this elite gathering of the nation's pre-eminent independent advisors who were honored last year in a Barron's special report, as well as a select group of nearly 300 additional advisors. The invitation-only summit will be held at the Arizona Biltmore in Phoenix, Ariz. on May 6-8, 2009.
WCAX News: Preparing for Unemployment
WCAX-TV: Unemployment offices are packed with people who have felt the sting of a job cut. They've lost a job, a paycheck and often some sense of their identity.
WCAX News: Is Refinancing Right for You?
WCAX-TV: Matt Cooke is planning some upgrades to his house in Milton, including new hardwood floors in the dining room.
WCAX News: What to Do with Your Refund
WCAX-TV: What would you do with a few extra bucks in your bank account?
WCAX News: Financing Your Future: 50s
WCAX-TV: "If you haven't started, get busy," advises Heidi Clute. And financial planners say it's not too late to start saving.
WCAX News: Financing Your Future: 40s
WCAX-TV: In Business Strategy and Competition Class at the University of Vermont, Professor Rick Vander Bergh prepared his students for an important exam. The test wouldn't be easy. Kind of like saving for retirement.
WCAX News: Financing Your Future: 30s
WCAX-TV: Enter Iola's Salon for Ladies and Lords and you'll find hair dressers in a hustle-- busy blow drying, curling and cutting. It's a successful salon in Newport City that continues to grow.