NW Montana Estate Planning Council Meeting
Date: Wednesday, May 21, 2024
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 May 21, 2024
Agenda:
- Social time
- Opening remarks
- Meeting minutes
- Treasurer’s report
- Speaker
Speaker: D.A. Davidson - Erika Dorrington & Zach Barber, speaking on – Estate Planning from the Financial Advisor Perspective & Market Outlook
Dinner will be served, menu options are:
Porterhouse Pork Chop (Cranberry and Brown Sugar Glaze, Seasonal Vegetables, Butternut Squash Purée)
Beef Short Ribs (beef ribs, demi-glace, seasonal vegetables & potatoes)
Cauliflower Tom Kha (curried cauliflower, bok choy, mushrooms, tomato, coconut ginger broth & rice)
Please RSVP on the website no later than Wednesday, May 14th.
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 May 21st 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 21st!
