May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is counting down to a potentially seismic change that will impact estates and how they are taxed. We are referring to the enacted sunsetting of the current gift and estate tax exemption amounts at the […]
C3 Financial Partners
December 2021
Have you given any thought to who will be President when you die? Most of us have not. Many of...
November 2021
“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
November 2021
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
November 2021
Les: Hello and welcome to today’s edition of Route 664, The Road to Human Kindness.  I’m Les Winston, I’m the...
October 2021
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
October 2021
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO...
FINRA Broker Check