March 2023

SECURE 2.0 Opportunity: Secure and Transfer Wealth

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

Return on Culture | C&C with Michael Kiolbassa

Wednesday, February 1, 2023 Noon – 1:00 p.m. CST Zoom Virtual Meeting Room This presentation details how building a values-based...
December 2022

Happy Holidays 2022

From the C3 Financial Partners team, we wish you a very happy holiday season!
November 2022

Underwriting Realities | Coffee with C3

Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
October 2022

Supportive and Palliative Care: Focusing on What Matters Most | C&C with Dr. Alan Chiu

This presentation explains the value of the field of Supportive and Palliative Medicine to individuals and their loved ones. We...
September 2022

Frequently Asked Questions | Coffee with C3

Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
June 2022

Are You Prepared for an Unexpected Medical Event?

Many of us may have experienced a long-term care event through a family member or friend and have personally...

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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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