April 2, 2020
Stories of heirs mindlessly spending their inheritance are not uncommon. And yet, most families do not properly prepare their heirs for...
C3 Financial Partners

Our Insights

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...