September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses.  However, it is also often an unmanaged and least understood asset.  Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options.  An independent life insurance broker can […]
C3 Financial Partners
October 2022
This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We...
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