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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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  • Events

Back-to-School Supplies Drive

Summer has just begun, but it’s not too early to start thinking about next school year! This summer, our Camp

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You can't take it with you podcast
  • Generosity Podcast, You Can’t Take it With You Podcast

Waving Generosity Into Family, Work, and Community With Chris VanHart

Chris VanHart is a Wealth Advisor at Advent Partners Wealth Management & Financial Planning, a firm dedicated to helping clients

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View of Harrisburg bridges and rivers
  • Weekly Market Updates

July 2 Market Update Video

Gretchen Duda breaks down this week’s market moves: AI stock volatility, Oracle’s steep drop, Alphabet joining the Dow, Bitcoin’s ongoing

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  • Weekly Market Updates

June 18 2026 Market Update Video

🏦 The Fed held interest rates steady this week — but what does that mean for your money? In his

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Meeting between two people with a laptop, ipad and notebook
  • Economic Updates

Q2 2026 Economic Update

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You can't take it with you podcast
  • Generosity Podcast, You Can’t Take it With You Podcast

Building Generosity That Lasts Generations With Gretchen Duda

Gretchen Duda is a Financial Advisor and Certified Financial Planner practitioner at Advent Partners, a financial planning team that helps

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You can't take it with you podcast
  • Generosity Podcast, You Can’t Take it With You Podcast

How To Scale Up a Financial Services Firm With Jim Dunlop

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make

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industry smokestacks
  • Weekly Market Updates

June 5 2026 Market Update Video

The markets are in a tug of war — and Jim Dunlop breaks down what's really driving the tension. From

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person reading a paper called Buisness
  • Weekly Market Updates

May 08 2026 Market Update Video

In this week’s Market Update, Jim Dunlop breaks down three key stories investors are watching closely: • The Fed and

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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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