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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

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 Why an outdated estate plan could be worse than no estate plan.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.

January 10, 2024

12:30p - 1:30p

Newport Library

Why Estate Planning? Why Now? (copy) (copy) (copy)

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 Why an outdated estate plan could be worse than no estate plan.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!

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