NW Montana Estate Planning Council Meeting
Date: Wednesday, January 15, 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 January 15, 2024
Agenda:
- Social time
- Opening remarks
- Meeting minutes
- Treasurer’s report
- Speaker
Speaker: Alan Davis from the Whitefish Community Foundation, speaking on – Leaving a Legacy - The role of charitable giving in estate planning.
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, January 8th.
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 January 15th 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 15th!
