August 4, 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential U.S....
C3 Financial Partners

Our Insights

July 9, 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 18, 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 5, 2020
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View upcoming...
May 20, 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
January 16, 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in Bryn Mawr, PA, as...
February 1, 2018
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...
December 1, 2017
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...