by Beth Enneking | Dec 10, 2018 | ClearPoint Update
One of our roles as your trustee and record keeper is to provide data to help you complete your state annual reports. We stay in contact with the states about annual report changes to ensure we are up to date on the state requirements and deadlines, and...
by Beth Enneking | Oct 18, 2018 | ClearPoint Update, Press Releases
On Monday, October 15, 2018, our team was honored to participate in the Funeral Service Foundation Donor Reception in Salt Lake City, UT. ClearPoint has pledged to donate $25,000 to the Funeral Service Foundation over the next five years. Funeral Service Foundation...
by Beth Enneking | Jul 19, 2018 | ClearPoint Update
ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, celebrates two decades of service this year, marking the...
by Beth Enneking | Jun 19, 2018 | ClearPoint Update
Loyalty, dedication, and a passion for serving professionals in the deathcare industry is a Hirt family tradition. Natalie Maret, daughter of the late Dave Hirt, celebrates her 25th Anniversary with ClearPoint Federal Bank & Trust (ClearPoint). Natalie’s...
by Beth Enneking | Apr 18, 2018 | ClearPoint Update
The team at ClearPoint is ready to help you focus on your business so you can relax and create special memories with your family and friends. We all lead busy lives; therefore, it is not easy to relax, to be patient, and to stop and smell the roses. Do you remember 3D...
by Beth Enneking | Apr 3, 2018 | ClearPoint Update
We are excited to be a part of the ICCFA Convention & Expo April 18 – 21 at the Mandalay Bay Resort & Casino, Las Vegas, Nevada. Connect with one of our team members at the Convention & Expo to learn why we are THE CLEAR CHOICE for your...