March 2023

SECURE 2.0 Opportunity: Secure and Transfer Wealth

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part of the Consolidated Appropriations Act, of 2023.  SECURE Act 2.0 (“Act”) made significant changes to the rules for individual retirement accounts (IRAs) and employer plans.  Most written summaries of the Act focus on the […]
C3 Financial Partners
October 2022

Supportive and Palliative Care: Focusing on What Matters Most | C&C with Dr. Alan Chiu

By: C3 Financial Partners
This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We...
February 2022

The Central Role of Family Legacy and Family Governance in Today’s Estate Planning | Consume & Converse with Tom Rogerson

By: C3 Financial Partners
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022

Because You Asked – Pandemic and Politics in Life Insurance Part 2 | Coffee with C3

Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
November 2021

The Art of Aging: A Prescription for Mind and Body | C&C Event Series

By: C3 Financial Partners
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
October 2021

Because You Asked – Pandemic and Politics in Life Insurance | Coffee with C3

By: C3 Financial Partners
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
October 2021

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

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

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