Ph: 717-525-9535

Client Login
Contact Us
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.

Filter By Category

Search Insights

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

The Profound Impact of Generosity and Volunteerism in Adaptive Athletics With Jon Brideau

A friend of mine, who is also a financial advisor, used to tell his clients: “there will be days like

Read More

  • Uncategorized

The Profound Impact of Generosity and Volunteerism in Adaptive Athletics With Jon Brideau

In this episode of You Can't Take it With You, join Jim Dunlop and Jon Brideau, President and CEO of

Read More

  • Downloadable Tools

The Sale, Disposition, and Succession Planning Checklist for Business Owners

Create an exit strategy that protects the value of the business you’ve built with our free checklist.

Read More

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

Beyond Money: The Ripple Effect of Generosity with Angela Zimmann

Beyond Money: The Ripple Effect of Generosity with Angela Zimmann In this episode of You Can’t Take it With You,

Read More

  • Uncategorized

Beyond Money: The Ripple Effect of Generosity With Angela Zimmann

In this episode of You Can't Take it With You, Angela Zimmann, Vice President of Institutional Advancement at Wilson College,

Read More

  • Weekly Market Updates

Feb 28 2024 Market Commentary

Check out our latest Market Commentary Video. This week, Gretchen Duda talks about recent S&P record highs, Fed updates, and

Read More

  • Uncategorized

Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora

In this episode of You Can't Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins

Read More

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

Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora

In this episode of You Can’t Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins

Read More

  • Economic Updates

Q1 2024 Economic Update

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.

Let’s Start the Conversation
To learn more about the privacy of your information, visit our privacy policy.