March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part of the Consolidated Appropriations Act, of 2023.  SECURE Act 2.0 (“Act”) made significant changes to the rules for individual retirement accounts (IRAs) and employer plans.  Most written summaries of the Act focus on the […]
C3 Financial Partners
January 2023
Wednesday, February 1, 2023 Noon – 1:00 p.m. CST Zoom Virtual Meeting Room This presentation details how building a values-based...
December 2022
From the C3 Financial Partners team, we wish you a very happy holiday season!
November 2022
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
October 2022
This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We...
September 2022
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
June 2022
Many of us may have experienced a long-term care event through a family member or friend and have personally...
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