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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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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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  • Weekly Market Updates

Dec 19 2024 Market Update Video

In this week's market update video, Chris VanHart talks about tech stocks, AI companies, and the "Thanksgiving Effect" on the

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  • Generosity Podcast

Unlocking Community Impact Through Giving With Susan Ryder

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Susan Ryder, Community Engagement Associate

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  • Uncategorized

Unlocking Community Impact Through Giving With Susan Ryder

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Susan Ryder, Community Engagement Associate

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  • Articles, Financial Planning for Business Owners

Unlocking Complexities of Succession Planning

By Ed Gruveregruver@bridgetowermedia.com Business succession planning can be complicated. “If I were to look at it as a decision tree,

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  • Articles, Charitable Planning

A Guide to Giving: 5 Ways to Make Charitable Contributions Go Farther

By Jamie French It’s officially the holiday giving season – the busiest time of year for making contributions to your

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  • Uncategorized

Building a Business With Heart: How Spectrum Fudge Supports Autism and Special Needs Employment

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Roger Haney, Owner/Operator of

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  • Articles, Tax Strategies

How to Build a High Net Worth Tax Strategy: A Starter Guide

If you’re a high net worth individual, having a robust tax strategy is about more than just compliance; it's about

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  • Weekly Market Updates

Nov 19 2024 Market Update Video

In this week's market update video, Chris VanHart talks about tech stocks, AI companies, and the "Thanksgiving Effect" on the

Read More

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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