NW Montana Estate Planning Council Meeting
Date: Wednesday, Sept. 18, 2024
Time: 5:30pm - 7:00pm
Location: National Park Realty , 601 Spokane Ave., Whitefish, MT
Please join us for the NW Montana Estate Planning Council meeting on September 18th at National Park Realty.
Agenda:
- Opening remarks
- Meeting Minutes
- Treasurer's Report
- Speaker
Speaker: Aaron Ells & Michelle Clary - "Perfecting the Tedious Art of Financial Planning for Widow(er)s"
Please RSVP by September 11th.
You will be prompted to login using your username and password. If you don’t recall your username and password, please open the attachment listed “Updating your Member Listing”.
If you are unable to attend, please click the “unable to attend” box in the payment information section.
Please do not hesitate to email or call Mary Gruen at 509-582-0570 or mary.gruen@pitonwealth.com
We look forward to seeing you on the 18th!
