December 2024

Planning for Your Children and Grandchildren: Non-Traditional Approaches to Ensure Fairness

When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not.  Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
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...
December 2017

Todd Healy’s Reading List

By: Todd S. Healy
C3 Financial Partners Founder, Todd Healy, has been an avid reader for decades. In addition to his personal literature journey,...
November 2017

Carolyn J. Smith Presents at Prestigious Indaba Conference

By: C3 Financial Partners
Carolyn J. Smith, Senior Partner at C3 (formerly Texas Financial Partners), was recently invited to speak at the 2017 Indaba...
August 2017

Todd S. Healy Named Alumnus of the Month by The American College Alumni Association

By: C3 Financial Partners
The American College Alumni Association named Todd S. Healy, Founder of C3 Financial Partners (formerly Texas Financial Partners), Alumnus of...
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,...

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