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CCMI Team Category
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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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Out & About – March 2022
29 Mar 2022 by: CCMI

At the Firm CCMI has been busy working on the ADV and Form CRS documents to provide to our clients. These documents are required to…

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Out & About – February 2022
25 Feb 2022 by: CCMI

At the Firm The CCMI team held our annual business planning meeting in early February. We reviewed the successes of the prior year, and came…

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Out & About -January 2022
27 Jan 2022 by: CCMI

At the Firm The team completed rebalancing in the first week of the year as we looked to trim areas that had overgrown their target,…

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