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News on what’s happening at ClearPoint, in the deathcare industry, and in the banking & finance industries.

ClearPoint Team Advancements

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...

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Looking Ahead to 2020

A Message From - Ashlee Theising, President & COO As we close the books on 2019, we want to begin by saying thank you to you our valued customers. We appreciate all of your support and thank you for being part of our history.  You all are at the center of...

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Arranger Training – Winner

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 are a few...

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2019 ICCFA Annual Convention & Expo

We are thrilled to be a convention sponsor and exhibitor at the 2019 ICCFA Annual Convention & Expo in Charlotte, NC. We are also proud of our team members who will be presenting during the educational sessions. Learn more about our team and their presentations....

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