CCMI Team Category
Out & About – May 2021
28 May 2021 by: CCMI

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

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Decision-Making in a Time of Uncertainty
27 May 2021 by: Kim Benson

May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

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Out & About – April 2021
29 Apr 2021 by: CCMI

At the Firm The CCMI team enjoyed some friendly March Madness competition by submitting their brackets for the annual NCAA Men’s Basketball Tournament. Competition was…

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Out & About – March 2021
30 Mar 2021 by: CCMI

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

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Out & About – February 2021
24 Feb 2021 by: CCMI

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

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Out & About – January 2021
29 Jan 2021 by: CCMI

At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…

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21 Dec 2020 by: CCMI

At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support.  You can read more about which charities…

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Giving Tuesday
1 Dec 2020 by: CCMI

In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…

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Out & About — November 2020
30 Nov 2020 by: CCMI

At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…

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30 Oct 2020 by: CCMI

  At the Firm We held a chocolate chip cookie baking contest in October. The CCMI team (and spouses) had six entries in the contest,…

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