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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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  • Uncategorized

Investing in Change: Signe Gates’ Strategic Approach to Philanthropy

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Signe Gates to talk

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  • Weekly Market Updates

Mar 28 2024 Market Commentary

In this latest Market Commentary Video, Colin Bernd talks about last week’s Fed update, anticipated rate cuts later in

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

Generosity as a Way of Life: Lisa Ryan Burke’s Legacy of Kindness

In this episode of You Can’t Take it With You, host Jim Dunlop welcomes Lisa Ryan Burke to discuss the

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  • Uncategorized

Generosity as a Way of Life: Lisa Ryan Burke’s Legacy of Kindness

In this episode of You Can't Take it With You, host Jim Dunlop welcomes Lisa Ryan Burke to discuss the

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

Building a Legacy of Generosity: How Janet Riggs Champions Empathy and Education

In this episode of You Can’t Take it With You, Janet Riggs joins Jim Dunlop to explore the intersection of

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  • Weekly Market Updates

Mar 18 2024 Market Commentary

Check out our latest Market Commentary Video. In this video, Jamie French discusses corporate earnings, AI developments, and February

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  • Uncategorized

Building a Legacy of Generosity: How Janet Riggs Champions Empathy and Education

In this episode of You Can't Take it With You, Janet Riggs joins Jim Dunlop to explore the intersection of

Read More

  • Weekly Market Updates

Mar 7 2024 Market Commentary

Check out our latest Market Commentary Video. In this video, Chris VanHart discusses anticipated delays on interest rate drops and

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  • Articles, Financial Planning for Business Owners

What is a Buy-Sell Agreement? | A Guide for Business Owners

If you're a business owner, a buy-sell agreement is essential for protecting your financial interests. Here's what you need to

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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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