C3 Financial Partners

Coffee with C3

C3 Financial Coffee Cup

C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry.

View upcoming coffee breaks below and reach out to Rebecca Bates (rbates@C3fp.com) if you’d like to attend or share thoughts for future events.


Going in the Right Direction (Farther and Faster) Using the Compass

October 22nd at 8:30 AM Central Time
Hosted by Todd S. Healy and team

We will share our experiences and results using the Compass when our clients and/or prospective clients procrastinate. To request an invitation, please reach out to Rebecca Bates.

The Known/Unknown Value of Life Insurance Life Settlements

July 16th at 8:30 AM Central Time
Hosted by Celeste C. Moya and team

Life insurance needs change, and sometimes a source of current liquidity can be more financially beneficial to a family than a future death benefit. We will discuss the life settlement market and how it can be a valuable option in our current economic environment.  To watch the recording click here.

 

Long-Term Care & Our Tale of Three Mothers

June 25th at 8:30 AM Central Time
Hosted by Carolyn J. Smith and team

Carolyn walked us through the current long-term care (LTC) environment on planning for care. To watch the recording click here.

 

The Industry Impact of COVID-19

June 11th at 8:30 AM Central Time
Hosted by Celeste C. Moya and team

Celeste discussed the current impact COVID-19 has had on our industry, how to prepare for the next 6-9 months, and what to do right now. To watch the recording click here.

Coffee Break Hosts