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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

May 13 2024 Update Video

In this week’s Market Update video, Jeremy Reed discusses the recent S & P spring back and upcoming inflation

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

How Generosity Shapes Our Lives and Faith With Pastor Charles “Chick” Lane

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Pastor Charles “Chick” Lane

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  • Uncategorized

How Generosity Shapes Our Lives and Faith With Pastor Charles “Chick” Lane

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Pastor Charles "Chick" Lane

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  • Economic Updates

Q2 2024 Economic Update

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  • Articles, Charitable Planning

What is a Donor-Advised Fund? Tips to Give Smarter.

What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking

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

How Personal Experiences Shape Philanthropic Impact With Jim Langley

In this episode of You Can’t Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley

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  • Uncategorized

How Personal Experiences Shape Philanthropic Impact With Jim Langley

In this episode of You Can't Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley

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vintage typewriter with the word update typed on paper
  • Weekly Market Updates

Apr 30 2024 Update Video

In this week’s video, we shake things up a bit. Jim Dunlop discusses our upcoming broker dealer transition and what

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  • Weekly Market Updates

Apr 24 2024 Market Commentary

In this week’s Market Update video, Chris VanHart talks spring cleaning and looks ahead to announcements being made in the

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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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