C3 Financial Partners

Return on Legacy: Leaving an Inheritance of Wisdom for the Next Generation | C&C Event Series

C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO of The Old School.

“What will your legacy be?” Nothing is more important than our kids and grandkids. What values will we leave them? What wisdom will we impart? Watch the recording to learn ways to maximize your Return on Legacy™ and the life-changing impact you can have.

C3 hosts a periodic C&C event series to share ideas among professionals. We look forward to your review of our time with Jim and learning better ways to provide continuity of service to our clients.


Originally from Amarillo, Texas – Jim was a member of the Corps of Cadets at Texas A&M, and also a graduate assistant coach for the Aggie basketball team. Jim is a Certified Financial Planner® practitioner and holds a Masters of Science degree in Financial Services.

Whiddon founded JWA Financial Group, Inc. in Dallas, Texas, and served as CEO for 27 years before his firm was acquired in a 2013 merger. He is a two-time recipient of the “Aggie 100 Award” from The Mays Center for Entrepreneurship. His work has been quoted or seen in more than 350 publications and national media outlets – including Fortune Magazinethe Wall Street Journal, and CNBC. He has also been a FOX News Radio contributor.

Whiddon started The Old School which instructs students on “The 12 Keys to Professional Success” which he teaches in the Financial Planning Program at Texas A&M. He is the author of five books, including his latest, “The Mentor” released in September 2019.

Jim enjoys traveling, music (guitar), reading, and any sport with a ball. He and his wife – also an Aggie – are active teachers in their faith community and have four children – classes of ’15, ’19, ’20, ’23.

Where to contact Jim Whiddon

Author, Texas A&M professor, and CEO of The Old School