Newsroom

Christina Ubl Interviewed By Strictly Business

June 3, 2021 | Filed under: Newsroom, Community_NY-VT

May's theme for Strictly Business Magazine was "Money & Banking", so they invited a few experts to answer 3 - 5 short questions about their industry and the trends they see in their fields.

Heidi and Christina Speak at the SUNY Plattsburgh Legacy Giving Event

May 14, 2021 | Filed under: Newsroom, Community_NY-VT

On April 26th, 2021 Heidi Clute and Christina Ubl were the keynote speakers for the SUNY Plattsburgh Legacy Giving Event, held virtually to educate attendees about the options available to people when looking to give a legacy gift to the college, as well as honoring Heidi's generous contribution to the school.

Christina and Adam Answer Questions at the SUNY Plattsburgh Financial Forum

April 28, 2020 | Filed under: Newsroom, Community_NY-VT

On April 15th, Christina and Adam joined Morgan from SUNY Plattsburgh to host a virtual "Financial Forum" to answer questions from soon to be college graduates about a wide range of financial topics including the difference between 401ks and IRAs, strategies to pay off debts, strategies to help younger adults save, and more.

Akemi Chen Continues Her Financial Planning Education; Earns the FPQP™ Designation

January 22, 2020 | Filed under: Newsroom

Clute Wealth Management is excited to announce that Akemi Chen has earned her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.

Christina Ubl Featured in Strictly Business Magazine

December 18, 2019 | Filed under: Newsroom

All on the Same Team

Christina was recently featured alongside six other moms from her daughters traveling soccer team in a story titled "All on the Same Team" in the November issue of Strictly Business Magazine. The story highlights the family like nature of their relationships with each other and the empowerment of the strong female leadership that Christina and the other moms bring to the teenage girls on the team.

Clute Wealth Management announces Akemi Chen has obtained the CMFC® designation

May 22, 2019 | Filed under: Newsroom

Plattsburgh, NY - Clute Wealth Management is proud to announce that Akemi Chen, LPL Registered Sales Assistant, has earned her Chartered Mutual Fund Counselor℠ certification.

Business Owners Connect, Collaborate and Thrive!

May 7, 2019 | Filed under: Newsroom

On April 30, business owners who identify as female gathered from throughout Vermont for the 2019 Spring Conference hosted by Women Business Owners Network (WBON), titled 'Connect, Collaborate & Thrive!' Clute Wealth Management's two partners were active and visible supporters of the event.

Christina Ubl Tackles 'Are Your Affairs in Order?' for CVPH Foundation

May 7, 2019 | Filed under: Newsroom

Christina is honored to be invited by The Champlain Valley Physicians Hospital Foundation to join a panel of local experts to discuss planning for the future at a community event scheduled for May 14, 2019 in Plattsburgh.

Clute’s internship program highlighted in SUNY Plattsburgh newsletter

June 13, 2017 | Filed under: Newsroom

Clute Wealth Management’s internship program was spotlighted in the winter issue of SUNY Plattsburgh’s School of business newsletter. Christina and Fall 2016 intern Michelle Chiudina were interviewed. Here’s an excerpt...

Your Financial Health Checkup: Montpelier Employee Wellness

January 11, 2017 | Filed under: Newsroom, Financial Planning

 

 

Heidi Clute was invited by the City of Montpelier to conduct a workshop for their employee wellness program. During the financial literacy workshop sponsored by the City, Heidi outlined a Financial Health Check Up process for a diverse group of employees.