August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute assets efficiently according to your wishes after your passing. One tool that can play a pivotal role in estate planning, but that often gets overlooked – life insurance! Life insurance can help facilitate estate planning goals […]
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...
FINRA Broker Check