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 2024

How to Help Clients Transcend Indecision And Move Toward Action

When you are facing a question and find yourself thinking “either/or,” try pausing for a moment.  Cathy Carroll in her...
December 2022

Age Grid Worksheet

By: Todd S. Healy
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021

Long-Term Care Resources | LTC Month 2022

By: C3 Financial Partners
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021

Complete list of Coffee with C3 events

By: C3 Financial Partners
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021

“What Keeps You Up at Night?”

“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020

CAP® STUDY GROUPS Build Bonds and Bridges

By: C3 Financial Partners
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...

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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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