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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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  • Weekly Market Updates

Feb 05 2025 Market Update Video

From potential tariffs and trade wars to federal government shake-ups, Jamie French breaks down the key economic trends impacting your

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Purposeful Living and Creating a Legacy of Giving Back With Shane Moerdyk

In this episode of You Can’t Take it With You, Jim Dunlop speaks with Shane Moerdyk, Treasurer and Director of

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  • Weekly Market Updates

Jan 30 2025 Market Update Video

Check out this week's Market Update video with Colin Bernd as he dives into key topics shaping the markets.

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Volunteering, Collaboration, and Making a Difference With Tom Baker

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Tom Baker, CEO of Variety

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  • Weekly Market Updates

Jan 22 2025 Market Update Video

Check out this week's Market Update video with Chris VanHart! He dives into the latest political transitions and what they

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Loving Extravagantly and Living Generously With Dr. Doug Spotts

In this episode of You Can’t Take it With You, Jim Dunlop speaks with Dr. Doug Spotts, Associate Professor of

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  • Weekly Market Updates

Jan 15 2025 Market Update Video

In this week's Market Update video, Jim Dunlop dives into the 2025 economy, sharing insights on inflation, employment, and spending

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  • Articles, Financial Planning for Business Owners

How to Pay Yourself as a Business Owner: Know Your Options

In your business, employee payroll probably runs like a well-oiled machine. But, as the business owner, how can you be

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  • Generosity Podcast

Building a Legacy of Generosity From Personal Success With Kevin Giza

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Kevin Giza, Senior Vice President

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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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