Insights from a High Net Worth Life Insurance Team

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

August 2017

Do the Differences Between Generations Make a Difference?

By: Carolyn J. Smith

We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...

June 2017

Consume and Converse with Dave Gunby and Rogers Healy

By: C3 Financial Partners

This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...

February 2017

Consume & Converse with Otis W. Baskin, Ph.D., Rory W. Siefer, and Greg Vaughn

By: C3 Financial Partners

At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....

October 2016

Consume & Converse with Kevin Mellott* | Protecting Your Assets – People and Property

By: C3 Financial Partners

This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...

May 2016

Consume & Converse with Phil Cubeta | Philanthropic Planning

By: C3 Financial Partners

At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...

January 2016

Consume & Converse with Kristin O. Bulat and Hector M. Frietze

By: C3 Financial Partners

This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....

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