September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch this...
C3 Financial Partners

Our Insights

June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
January 2021
What is the estate tax? The U.S. Estate Tax is a tax on the transfer of property after death. The...
November 2020
November is long-term care month.  While the 2020 holiday season looks very different than in years past, we are still...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
July 2020
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
January 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
February 2018
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...
December 2017
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...