February 2, 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith. In this episode, A Unique...
C3 Financial Partners
October 30, 2020
One of the biggest challenges that advisors face is client procrastination. Charles (Chuck) Hollander, Jr., founder of Red Flag, LLC,...
June 22, 2020
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom Consume...
February 11, 2020
“Everyone has gifts to share. It is our personal responsibility to discover them!” Philanthropic Advisor and author, Joy H. Selak
September 25, 2019
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...
April 30, 2019
Consume & Converse with Dr. Roel Lopez and James Oliver | The Impact of Losing Working Land in Texas
Our most recent event focused on sustainability of working lands in Texas C3 Financial Partners (formerly Texas Financial Partners) was...
January 29, 2019
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
October 12, 2018
“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...
September 27, 2018
“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care,...
February 2, 2018
The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is...
June 7, 2017
This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...
February 7, 2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
October 18, 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 25, 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
January 5, 2016
This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....