June 2025

Using Life Insurance to Magnify and Perpetuate Your Pledge and Charitable Intent

For individuals and families who see their wealth as a tool to make a lasting difference, charitable giving is more than an annual obligation, it’s a legacy.  And while outright gifts and donor-advised funds remain popular vehicles for philanthropy, one tool is often overlooked: life insurance. Used thoughtfully, life insurance can magnify the size of […]
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

Consume & Converse with Jim Whiddon | Bringing the Old School Advantage Back

By: Carolyn J. Smith
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom...
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...
February 2020

Consume & Converse with Joy H. Selak PhD | Life to Legacy

By: Carolyn J. Smith
“Everyone has gifts to share.  It is our personal responsibility to discover them!” Philanthropic Advisor and author, Joy H. Selak
September 2019

Consume & Converse with Rebecca Helterbrand | Where are the Casseroles?

By: C3 Financial Partners
Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...

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