by Beth Enneking | Oct 1, 2020 | ClearPoint Update
Can You Spot a Phishing Scam? Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online banking, the problem is only growing worse. In fact, the Federal Trade...
by Beth Enneking | Sep 30, 2020 | ClearPoint Update
Our passion remains focused on the advancement of the deathcare industry. The second half of the year we are dedicating time and resources to education and training. In September, ClearPoint launched the Be Intentional Webinar series designed to educate, inspire and...
by Beth Enneking | May 6, 2020 | ClearPoint Update
“As we participate in the making of history, may we embrace the moments that connect us and find inspiration in stories of the modern day hereos.” Ashlee Theising, ClearPoint President and COO, reflects on the first quarter of 2020 and looks ahead to the...
by Beth Enneking | Mar 14, 2020 | ClearPoint Update
Message from the President & COO… I am reaching out to share what we are doing at ClearPoint Federal Bank & Trust to minimize any business disruption for your trust accounts as it relates to the Coronavirus (COVID-19) pandemic. We understand you may have...
by Beth Enneking | Feb 4, 2020 | ClearPoint Update, Uncategorized
We are proud to announce two significant strategic team advancements: the addition of Michael Johnson to the senior leadership team as Senior Vice President, Investment Management, the appointment of Beth Kmiec to the ClearPoint Board of Directors and her promotion to...
by Beth Enneking | Feb 3, 2020 | ClearPoint Update
The Annual Grantor Letters have been mailed. These annual tax forms are mailed to the grantors of the preneed trusts that have not elected QFT (Qualified Funeral Trust) status. If you have questions regarding the Grantor Letters, please contact Customer Service at...
