November 2022
It is likely we will all need long-term care.  Someone turning age 65 today has a nearly 70% chance of needing some type of long-term care services according to LongTermCare.gov.  Many of us may have experienced a long-term care event through a family member or friend and have personally seen how impactful it can be, […]
C3 Financial Partners

Our Insights

June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
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...
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,...