by Beth Enneking | Jul 7, 2021 | Uncategorized
Join Beth Kmiec, as she presents, How to Win at Cemetery Management: Top Ten Mistakes You Don’t Want to Make. Operating a cemetery can be complex, time consuming and overwhelming. Maintaining a world class cemetery requires good recordkeeping, investment...
by Beth Enneking | Jan 12, 2021 | ClearPoint Update, Uncategorized
Click on the link below to view our 2021 Holiday Schedule. Our office will be closed to observe the holiday on the dates listed. Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at...
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 | May 28, 2019 | Uncategorized
Congratulations A.W. “Kippy” Lang, IV CFSP/CCO/CPC, the winner of the ClearPoint giveaway for the free registration to the NFDA Arranger Training Program in Ft. Worth, TX. Thank you to everyone who participated. If you are interested in attending, there...
by Beth Enneking | Apr 20, 2019 | ClearPoint Update, Compliance Update, Press Releases, Tuesday Tip, Uncategorized
Registration Giveaway for NFDA Arranger Training Is Initial Program ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, has...
