December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not.  Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
October 2022
Read the full video transcription Todd:  Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners.  On behalf...
February 2022
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022
Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
October 2021
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
October 2021
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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