The CCMI team is prepared to speak on a number of financial topics.  We can create a customized presentation for a group of employees at the request of an employer.  We are also happy to share financial information with professional organizations, PTA’s or community groups in the San Diego area.  If you have an interest in a financial topic which we can present to a group, please contact us to discuss scheduling and other details. Each of the following programs can be tailored to your audience.

BECAUSE MONEY DOESN’T COME WITH INSTRUCTIONS

FROM SHOW & TELL TO THE OPENING BELL

FROM INVESTMENTESE TO INVESTMENT-EASE – A LEXICON FOR INVESTORS

SO YOUR SHIP CAME IN – NOW WHAT?

FINANCIAL FITNESS FOCUS FOR THE FAMILY

LEAVING A LEGACY

FOR BETTER OR WORSE, BUT NOT FOR LUNCH

CASHING IT ALL IN

WHO IS IN YOUR CORNER?

EMPLOYEE BENEFITS, HANDSHAKES AND HANDCUFFS

AVOIDING THE TRUST FUND BABY SYNDROME

LESSONS, LEGENDS, AND LEGACIES

THE INS AND OUTS OF PLANNING FOR COLLEGE EDUCATION COSTS

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976