October 2025

When Wealth Comes Suddenly: Planning with Purpose and Perspective

Sudden wealth can feel like the ultimate reward and the culmination of years of effort, sacrifice, and/or patience.  Be it a business sale, an inheritance, or another liquidity event, the moment can feel both exhilarating and overwhelming.  But wealth doesn’t just change numbers on a balance sheet.  It changes lives.  And with that change comes […]
C3 Financial Partners
September 2025

Building Stronger Communities Together: Our 2025 Partnerships

At C3 Financial Partners, our mission is to help families preserve generational wealth and guide businesses through succession planning by...
October 2022
https://youtu.be/SN3SqjxIo50

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

By: C3 Financial Partners
Read the full video transcription Todd:  Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners.  On behalf...
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...

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