March 2024
  Life insurance is one of the oldest financial planning tools in existence.  The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583.  Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]
C3 Financial Partners
July 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
January 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
February 2018
Why Study Groups and Why We Participate Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and...
December 2017
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...
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