May 2023
Divorce can be upsetting and overwhelming.  Even an amicable divorce can cause financial challenges when you consider the cost of establishing and maintaining two individual households.  There are a lot of moving parts during and after a divorce, and life insurance tends to be an afterthought. For couples going through a divorce, life insurance can […]
C3 Financial Partners
August 2017
The American College Alumni Association named Todd S. Healy, Founder of C3 Financial Partners (formerly Texas Financial Partners), Alumnus of...
August 2017
We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...
June 2017
This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...
February 2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....
October 2016
This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...
May 2016
At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...
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