by lportee53 | May 26, 2026 | Careers
Capital Investment Management is experiencing significant growth and is seeking a Financial Operations Specialist to support our expanding advisor team and help streamline office operations. This role will provide essential administrative, operational, and client service support—ensuring a smooth, efficient workflow and an exceptional client experience. The ideal candidate is intuitive, detail-oriented, organized, and able to think outside the box.
by lportee53 | Jun 2, 2025 | Uncategorized
RSVP On Tuesday, August 26th @ 3:30 pm We will be hosting a ZOOM Medicare workshop with the with The Stonum Agency. Topics that will be covered during this presentation include: What is Medicare? An Overview of Medicare Part A and B. Your Medicare Coverage Choices at...
by lportee53 | Jun 2, 2025 | Uncategorized
RSVP Tuesday, September 16th @ 4:00pm We will be hosting a ZOOM Social Security Workshop Topics that will be covered during this presentation include: Factors to consider when deciding when to apply for benefits When it makes sense to delay benefits – and when it does...
