NW Montana Estate Planning Council Meeting
Date: Wednesday, November 20, 2024
Time: 5:30pm – 7:00 pm
**** PLEASE NOTE LOCATION CHANGE****
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 20, 2024
Agenda:
- Social time
- Opening remarks
- Meeting minutes
- Treasurer’s report
- 2025 executive board vote
- Bylaw change vote
- Speaker
Speaker: Kelly O’Brien, speaking on – Year-end Estate Planning and Preparing for the 2025 Estate and Gift tax Exemption Sunset
Dinner will be served, menu options are:
Smothered Chicken (Chicken, gravy, potatoes & carrots)
Beef Short Ribs (beef ribs, demi-glace, seasonal vegetables & potatoes
Cauliflower Tom Kha (curried cauliflower, bok choy, mushrooms, tomato, coconut ginger broth & rice)
When submitting your RSVP, there is a "Special Requests" section at the bottom, please put your meal choice in that section.
Please RSVP on the website no later than Wednesday, November 13th.
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 18th 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, Mary Gruen with any questions at 509-582-0570 or mary.gruen@pitonwealth.com.
We look forward to seeing you on the 20th!
