July 2026

The Person You Chose and Never Checked On

You spent real time choosing the trust.  You funded it carefully.  You named someone you trusted to run it, and then you did something many people do without noticing. You treated that person as permanent. Ideally, the policy inside the trust gets reviewed.  The trust language gets reviewed.  The one thing that rarely gets a […]
C3 Financial Partners
December 2021

Who Will Be President When You Die?

Have you given any thought to who will be President when you die? Most of us have not. Many of...
November 2021

Carolyn Smith Moderates at the Fall 2021 XPX Summit

“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
November 2021

The Art of Aging: A Prescription for Mind and Body | C&C Event Series

In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
November 2021

Todd Healy joins Les Winston on Route 664 | C3 Financial Partners

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

Because You Asked – Pandemic and Politics in Life Insurance | Coffee with C3

On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
October 2021

Return on Legacy: Leaving an Inheritance of Wisdom for the Next Generation | C&C Event Series

C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO...

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