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Generosity & Education Center

Grow Your Generosity. Expand Your Know-How.

Financial wellness starts with understanding. That’s why we created the Advent Partners Education Center—a growing library of tools, videos, updates, and resources designed to help you make confident, informed decisions for yourself, your family, your business, and your giving.

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  • Articles, Faith-Based Financial Planning, Retirement Planning

What Does the Bible Say About Retirement?

Retirement planning is an important milestone in life, and for many of us, it’s crucial to approach it with wisdom

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  • Generosity Podcast, You Can’t Take it With You Podcast

How Philanthropy Creates Lasting Impact in Senior Living With J.D. Shuman

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with J.D. Shuman, President and

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  • Downloadable Tools

Pre-Retirement Checklist

Review more than 30 financial planning factors you need to check off your to-do list before you exit the workforce.

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  • Downloadable Tools

Estate Planning Considerations

Use this guide to the help you navigate the estate planning process and ensure that all necessary issues are considered.

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  • On-demand Webinars

Navigating Senior Living

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  • Weekly Market Updates

Jun 04 2025 Market Update Video

In this week’s video, Gretchen breaks down the latest labor statistics and employment data—what the numbers are telling us about

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  • Weekly Market Updates

May 23 2025 Market Update Video

Check out this week's Market Update video by Jeremy Reed.

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  • Economic Updates

Q2 2025 Economic Update

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  • Weekly Market Updates

May 08 2025 Market Update Video

In this week’s market update, Jim Dunlop discusses short-term and long-term investor mindsets. Understanding this can help you stay focused

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Financial Resources Designed to Elevate Your Own Resources

You don’t need a finance degree to stay informed. Our updates are designed for real people who want real insight. Smart giving starts with smart planning, which is why many of our articles and tools are built around philanthropic strategies, estate planning, and faith-based generosity.
We want you to feel equipped not just to give, but to give well.

Your Financial Planning Journey Starts Here

Our financial advisors have the experience and know-how to apply these Education Center strategies directly into your own life. Ready to take the first step? Simply schedule a no-obligation phone call.

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