NW Montana Estate Planning Council Meeting
Date: Wednesday, September 17, 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 September 17th, 2025
Agenda:
- Social time
- Opening remarks
- Meeting minutes
- Treasurer’s report
- Speaker
Speaker: Mike Cavaliere, Cavaliere Law Firm -- LLC Irrevocable Trusts and/or AK dynasty trusts
For the September meeting only: We are holding a new membership drive! We encourage all current members to invite a guest to the September meeting who is in either the financial planning, accounting, or legal field— or is an allied professional. To encourage guest attendance, there will be no additional guest fee (typically $50) for the September meeting.
Dinner will be served, menu options are:
Porterhouse Pork Chop (Cranberry and Brown Sugar Glaze, Seasonal Vegetables, Butternut Squash Purée)
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, September 10th.
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 September 17th 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 17th!
