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CCMI Team Category
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OUT & ABOUT – JANUARY 2023
30 Jan 2023 by: CCMI

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

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Out & About – December 2022
22 Dec 2022 by: CCMI

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

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OUT & ABOUT – NOVEMBER 2022
30 Nov 2022 by: CCMI

At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…

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OUT & ABOUT – OCTOBER 2022
28 Oct 2022 by: CCMI

At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…

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OUT & ABOUT – SEPTEMBER 2022
28 Sep 2022 by: CCMI

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

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OUT & ABOUT – AUGUST 2022
29 Aug 2022 by: CCMI

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

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Out & About – July 2022
25 Jul 2022 by: CCMI

At the Firm CCMI hosted our compliance attorney from New Jersey for a mock audit. While there are always areas to improve upon, the attorney…

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Out & About- June 2022
28 Jun 2022 by: CCMI

At the Firm The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good…

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Out & About – May 2022
27 May 2022 by: CCMI

At the Firm Brian attended presentations on the Neuroscience of Success by Tayna Chernova and a presentation on Post-COVID Culture Building by Garry Ridge, the…

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Out & About – April 2022
28 Apr 2022 by: CCMI

At the Firm CCMI filed the latest Client Brochure/ADV and Form CRS compliance forms and sent them to all existing and prospective clients.    March Madness…

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