October 2025

When Wealth Comes Suddenly: Planning with Purpose and Perspective

Sudden wealth can feel like the ultimate reward and the culmination of years of effort, sacrifice, and/or patience.  Be it a business sale, an inheritance, or another liquidity event, the moment can feel both exhilarating and overwhelming.  But wealth doesn’t just change numbers on a balance sheet.  It changes lives.  And with that change comes […]
C3 Financial Partners
July 2020

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 2020

Long-Term Care & Our Tale of Three Mothers | Coffee with C3 Financial Partners

It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
May 2019

George Nichols and Todd Healy Talk about the CAP® Study Group Program and the Importance of Philanthropy in Advising

By: C3 Financial Partners
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
January 2019

Our Support of The Chartered Advisor in Philanthropy ®

By: C3 Financial Partners
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
February 2018

C3 Participates in Study Groups as a Way to Stay on the Forefront of Industry Evolution

By: C3 Financial Partners
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...

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