NW Montana Estate Planning Council Meeting
Date: Wednesday, November 19, 2025
Time: 5:30pm – 7:00 pm
Location: The Wine Room at Logan’s Bar & Grill at Grouse Mountain Lodge, 2 Fairway Dr., Whitefish, MT 59937
Please join us for the NW Montana Estate Planning Council meeting on November 19th, 2025
Agenda:
- Social time
- Opening remarks
- Meeting minutes
- Treasurer’s report
- Speaker
Speaker: Scott Maitland, CFP, MSFS, ChFC, CLU, of Mountain Peak Wealth Solutions speaking on – Estate Planning for Business Owners
Dinner will be served, menu options are:
Bone-in Chicken Breast (GF Garlic Mashed Potatoes, Sweet Corn Succotash, Cajun Remoulade, Lime, Cilantro)
12OZ Beef Rib Eye (Smokey Smashed Potatoes, Green Peppercorn Sauce, Grilled Asparagus)
Cauliflower Tom Kha (curried cauliflower, bok choy, mushrooms, tomato, coconut ginger broth & rice)
Please RSVP on the website no later than Wednesday, November 12th.
If you will be bringing a guest, please include the name of your guest in your RSVP by adding them as a second attendee. RSVP’s can be made by logging into the NWMEPC website. Once you’ve logged in, please go to the events tab, and select the November 19th meeting. Scroll down and you will see a register now tab. It should populate with your information, select member for type of attendee and under payment information - if you are attending select no charge, if you cannot attend then please select unable to attend. If you have a guest, pay the $50 fee via credit card. Select that you are not a robot and hit submit.
Please do not hesitate to email or call our council admin, Jodon Montgomery with any questions at 406-756-7797 or jodon.montgomery@pitonwealth.com.
We look forward to seeing you on the 19th!
