Generosity & Education Center

Q3 2026 Economic Update – Market Update and Medicare 101

Advent Partners' Q3 2026 client event covered two topics that matter most as you plan for retirement: navigating health coverage before and during Medicare, and where the markets and economy stand heading into the back half of the year.

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The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.

Volatility Antidote Workbook

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The One Big Beautiful Bill Act Summary – A Visual Guide

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