Newsroom

Tips and Insights on Purchasing Family Life Insurance

January 24, 2024 | Filed under: Newsroom

In her most recent  professional advice for MoneyGeek, Christina provided tips, insights, and advice for navigating the purchasing of family life insurance for all types of families. 

Christina's Expert Insight on Insurance for Businesses

September 20, 2023 | Filed under: Newsroom

Christina continues to be called on to provide her insight on her topics of expertise. She offers advice to small business owners on the types of insurance they may want to consider, and the key factors to consider when shopping for insurance, along with some of the most common mistakes and how to avoid them. 

Christina Ubl Provides Tips and Resources for Millennials in Debt on WCAX News

October 17, 2022 | Filed under: Newsroom, Financial Literacy

Christina Ubl spoke as a guest on the WCAX Channel 3 segment "You Can Quote Me" on October 16th, 2022. She joined anchor Darren Perron to discuss tips for Millennials who are struggling with debt in the current financial climate. 

Adam Robert Featured as the Cover Story for Strictly Business

July 6, 2022 | Filed under: Newsroom, Community_NY-VT

 

Adam Robert, CFP, APMA was featured as the cover story for Strictly Business Magazine in June, 2022. The story highlights some of Adam's journey, both professionally and personally, as a local North Country native who has stayed in the area and working to improve the regional community that he grew up in. 

Christina Gives Insight on Life Insurance and Estate Planning

April 29, 2022 | Filed under: Newsroom

Christina was featured again as an expert on a MoneyGeek article. She provides insight on life insurance and estate planning in the article How Life Insurance Can Help with Estate Planning. Christina looks at three different life scenarios where life insurance plays a critical role in estate planning.

Adam Robert Announced as a Partner at Clute Wealth Management

April 15, 2022 | Filed under: Newsroom

Clute Wealth Management is pleased to announce that long-time team member and advisor, Adam W. Robert, has become a partner in the firm. Adam has spent the last decade (and more) helping our clients pursue their goals and helping our firm grow and thrive. 

New York Gov. Kathy Hochul Appoints Christina Ubl to SUNY Plattsburgh College Council

February 10, 2022 | Filed under: Newsroom, Community_NY-VT

On February 8, 2022, SUNY Plattsburgh announced Christina Ubl’s appointment to its college council by Gov. Kathy Hochul. Christina will serve through June 30, 2026 on the 10-person council, which serves as an oversight and advisory body to the campus and to the president and senior administration of SUNY Plattsburgh, in accordance with New York State Education Law.

Christina tells us she feels honored and looks forward to contributing to her alma mater’s positive impact on students’ lives and the Plattsburgh community.

To read the announcement, visit:
North Country financial planner named to College Council

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.