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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: Fighting Poverty and Inspiring Generosity With Megan Shreve

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Megan Shreve, CEO of

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  • Weekly Market Updates

Sept 25 2024 Market Update Video

In this week's market update video, Jim Dunlop discusses last week's interest rate drops, employment rates, and "soft landing" from

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You can't take it with you podcast
  • Generosity Podcast

Guiding Organizations To Create Meaningful Impact With Carolyn Keller

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Carolyn Keller, Founder of

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  • Downloadable Tools

The Smart Saver’s Recession & Market Correction Checklist

This free checklist can help you proactively take control of your financial plan so that you can not only protect

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  • Uncategorized

Guiding Organizations To Create Meaningful Impact With Carolyn Keller

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Carolyn Keller, Founder of

Read More

You can't take it with you podcast
  • Generosity Podcast

From Local Acts to Global Impact: Wendy Landis’ Journey of Generosity

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Wendy Landis, Vice President,

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  • Uncategorized

From Local Acts to Global Impact: Wendy Landis’ Journey of Generosity

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Wendy Landis, Vice President,

Read More

  • Weekly Market Updates

Sept 11 2024 Market Update Video

In this week's market commentary video, Colin Bernd connects long distance running to how the Fed's focus might change in

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  • Articles, Faith-Based Financial Planning

What the Bible Says About Money: 4 Lifelong Best Practices

As a business owner, neglecting your personal finances is a risky move. Learn how to protect yourself with these 6

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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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