Events
Welcome to Agate Financial Partners, where we are passionate about educating our clients and the public about financial planning.
We believe that everyone deserves access to the knowledge and resources necessary to make informed decisions about their financial future. That’s why we offer a variety of events throughout the year, including seminars, webinars, and workshops, to help you stay up-to-date on the latest trends and strategies in the financial world. Whether you’re just starting or you’re a seasoned investor, we have something for everyone.
Check out our upcoming events below and join us for an informative and engaging experience!
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 23, 2026
10:00a - 11:00a
Webinar
'MARK to Markets: War, Technology, and Markets
The recent geopolitical conflict involving Iran is creating a meaningful ripple effect across global markets. We invite you to join us for a timely webinar for advisors and their clients, where we will discuss: How rising oil prices and supply disruptions are impacting the global economy | Key implications for inflation | interest rates, and market volatility. | What does this mean for portfolios, and how can investors stay positioned
January 22, 2026
10:00a - 11:00a
Webinar
'MARK to Markets: 2026 Outlook
As we leave 2025 behind, it is time to reflect on market performance and look ahead to the forces shaping the new year. Join our upcoming webinar, "PASSing the Baton: 2026 Investment Outlook," where we will take a deep dive into the three pillars we believe will drive the markets this year: Policy Certainty: How the fading of political and regulatory ambiguity will impact your strategy. AI Evolution: Why the artificial intelligence theme continues to be a primary growth engine. Stimulus: Analyzing how synchronized monetary and fiscal stimulus can sustain economic growth. While we cannot predict exactly where 2026 will take us, we are committed to providing actionable insights and resources to help you invest with confidence.
December 16, 2025
2:00p - 3:00p
Newport Library
Why Estate Planning? Why Now?
Why Estate Planning? Why Now? Life is unpredictable. Preparedness is everything. What your family could face if you die without an estate plan. Why an outdated estate plan could be worse than no estate plan. How to know if your estate plan needs to be updated. How to get started creating or updating your estate plan.
December 11, 2025
5:30p - 6:30p
Newport Library
Why Estate Planning? Why Now?
Why Estate Planning? Why Now? Life is unpredictable. Preparedness is everything. What your family could face if you die without an estate plan. Why an outdated estate plan could be worse than no estate plan. How to know if your estate plan needs to be updated. How to get started creating or updating your estate plan.
November 13, 2025
5:30p - 6:30p
Newport Library
Why Estate Planning? Why Now?
Why Estate Planning? Why Now? Life is unpredictable. Preparedness is everything. What your family could face if you die without an estate plan. Why an outdated estate plan could be worse than no estate plan. How to know if your estate plan needs to be updated. How to get started creating or updating your estate plan.
October 23, 2025
10:00a - 12:00p
Webinar
The Market Paradox - Why Are Markets at Highs Despite Rising Uncertainty?
The Market Paradox - Why Are Markets at Highs Despite Rising Uncertainty? This year has presented a unique paradox: soaring stock markets despite persistent uncertainty from tariffs and a slowing job market. In this webinar, we'll explain: Why markets have remained strong, and explore what could disrupt this trend, and our perspective on how investors can navigate the conflicting signals to find opportunities as we close out 2025
March 19, 2025
5:00p - 6:00p
Newport Library
Why Estate Planning? Why Now?
Why Estate Planning? Why Now? Life is unpredictable. Preparedness is everything. What your family could face if you die without an estate plan. Why an outdated estate plan could be worse than no estate plan. How to know if your estate plan needs to be updated. How to get started creating or updating your estate plan.
March 27, 2024
5:00p - 6:00p
Newport Public Library
Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Values and Assets Through the Generations
Traditional estate planning doesn't really cover everything that needs to be discussed. Your legacy is far more than just tangible assets it includes values, family history, and proper preparation.
February 28, 2024
5:00p - 6:00p
Newport Public Library
6 Steps to Legacy Planning for Generations: Start Leaving Your Mark Today!
Learn to Craft Your Legacy and Leave Your Mark for the Next Generation. You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn't be that way.
January 24, 2024
5:00p - 6:00p
Newport Library
Why Estate Planning? Why Now?
Why Estate Planning? Why Now? Life is unpredictable. Preparedness is everything. What your family could face if you die without an estate plan. Why an outdated estate plan could be worse than no estate plan. How to know if your estate plan needs to be updated. How to get started creating or updating your estate plan.
May 9, 2023
4:30p - 5:30p
Newport Public Library
How Tax Planning Changes Trough Four Stages of Retirement
Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy. Do you know how tax planning changes through the four stages of retirement? It’s harder than you think and it needs careful planning. Find out how!