July 2026

The Person You Chose and Never Checked On

You spent real time choosing the trust.  You funded it carefully.  You named someone you trusted to run it, and then you did something many people do without noticing. You treated that person as permanent. Ideally, the policy inside the trust gets reviewed.  The trust language gets reviewed.  The one thing that rarely gets a […]
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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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

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