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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

July 02 2024 Update Video

Check out this week's Market Update video - Jeremy Reed talks about inflation reports, consumer spending, bonds, and fireworks!

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  • Weekly Market Updates

June 27 2024 Update Video

In this week's Market Update video, Jamie French reviews the recent performances of the US bond market, production, and service

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  • Downloadable Tools

IRA Qualified Charitable Distribution Flowchart

This flowchart addresses common issues pertaining to Qualified Charitable Distribution rules.

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  • Articles, Tax Strategies

Estate Tax Planning Strategies: Everything You Need to Know

Do you need to be thinking about estate tax planning strategies? Learn about the estate tax and who it impacts

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  • Downloadable Tools

The Beneficiary Review Checklist for Estate Planning

Our FREE Beneficiary Review Checklist can help you determine what factors to look for and consider when reviewing your beneficiaries

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  • Weekly Market Updates

June 6 2024 Update Video

In this week's Market Update video, Jim Dunlop discusses recent market volatility and recent PCE reports.

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  • Weekly Market Updates

May 29 2024 Update Video

Check out this week's commentary video by Gretchen Duda where she breaks down the latest on Federal government spending and

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

Not All of Me Will Die: Leaving an Impact Beyond Wealth With Phil Cubeta

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

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  • Uncategorized

Not All of Me Will Die: Leaving an Impact Beyond Wealth With Phil Cubeta

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Phil Cubeta, Founder of

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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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