Document Library

Categories

Bylaws

Document Name Date Added
NW Montana Estate Planning Council Bylaws
Bylaws - Final 11.20.24(19237819.1).pdf (334K)
2025-01-09

Meeting Minutes

Document Name Date Added
March 2025 Meeting Minutes
NWMEPC - Mar Meeting Minutes Mar 25.pdf (69K)
2025-05-21
Mar. 2024 Meeting Minutes
NWMEPC - Mar. Meeting Minutes Mar 24.pdf (152K)
2024-10-31
Sept. 2024 Meeting Minutes
NWMEPC - Sep meeting minutes Oct 24.pdf (155K)
2024-10-31
May 2024 Meeting Minutes
NWMEPC - May meeting minutes May 24.pdf (106K)
2024-05-17
May 2025 Meeting Minutes
NWMEPC - May Meeting Minutes May 25.pdf (194K)
2025-08-28
Jan. 2025 Meeting Minutes
NWMEPC - Jan meeting minutes Jan 25.pdf (70K)
2025-01-29
Nov. 2024 Meeting Minutes
NWMEPC - Meeting Minutes Nov 24.pdf (190K)
2024-12-02
Jan. 2024 Meeting Minutes
NWMEPC- Jan Meeting Minutes Jan 24.pdf (153K)
2024-10-31

Misc. Documents

Document Name Date Added
Piton Wealth - Navigated Journey Brochure
Piton Wealth Navigated Journey Brochure Aug 2024.pdf (2140K)
2024-08-20
NWMEPC Speaker - Michelle Clary Bio
NWMEPC speaker Clary, Michelle Aug 2024.pdf (2286K)
2024-08-20
Written Consent to Action by BOD of the NWMEPC
Consent to Action by BOD of the NW MT Estate Planning Council Jan 24.pdf (2188K)
2024-01-17
Speaker Bio - Marija Berney CPA
Marija Berney CPA - JCCS Certified Public Accountants BIO Jan 24.pdf (410K)
2024-01-05
How to update your member listing on the website
How to update member listing Dec 23.pdf (119K)
2023-12-13
NWMEPC Speaker - Aaron Ells Bio
NWMEPC speaker Ells, Aaron Aug 2024.pdf (2259K)
2024-08-20
Speaker Bio - Lana Kadoshnikov CPA
Lana Kadoshnikov CPA - JCCS Certified Public Accountants BIO Jan 24.pdf (482K)
2024-01-05
Membership Rules
NWMEPC Membership Rules Dec 23.pdf (160K)
2023-12-13