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

The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen

In this episode of the You Can’t Take it With You podcast, our very own Jim Dunlop sits sits down

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

Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy

In this episode of the You Can’t Take it With You podcast, Ralph Serpe, President and CEO of the Adams

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You can't take it with you podcast
  • Articles, Charitable Planning, Generosity Podcast

The You Can’t Take it With You Podcast

Did you know that our own Jim Dunlop is now a podcast host? The You Can’t Take it With You

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  • Uncategorized

The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Ronald (Ron) A. Cohen,

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  • Uncategorized

Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy

In this episode of You Can't Take it With You, Ralph Serpe, President and CEO of the Adams County Community

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  • Weekly Market Updates

Feb 6 2024 Market Commentary

In this week’s Market Update video, Jim Dunlop discusses how recent Fed announcements and geopolitical events impact the market.

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  • Uncategorized

Financial Planning With a Purpose

In this episode of You Can't Take it With You, Jim Dunlop is interviewed by Chad Franzen of Rise25 about

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Financial newspaper on a table with coffee and pen
  • Weekly Market Updates

Jan 30 2024 Market Commentary

In this week’s Market Update video, Colin Bernd discusses the recent S&P hot streak, PCE Report, and possible inflation

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  • Weekly Market Updates

Jan 22 2024 Market Commentary

In this week’s Market Update video, Jeremy Reed discusses stock market rally, inflation, election year outlook, and consumer sentiment.

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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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