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2025 EVENTS CALENDAR
Our next event is in.....
Q1 Live Quarterly Client Connector
January 23, 2025 5:30-6:30pm PDT (6:30-7:30 MDT) | *PRIVATE* FOR PITON CLIENTS ONLY
Warm up in the winter time with the first Live Client Connector of 2025! CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Gibson, will updates Piton clients on all the changes that come with the new year. There will be features on recent Piton events, along with the updates on portfolio strategy and market developments. A Q&A session will complete the session. The session will be virtual, but there will be live viewing options in both Piton offices.
Engineering a Financial Plan
February 13, 2025 5:30-6:30pm PDT | Please RSVP by February 10.
Whether it’s cutting your last piece of wood, building a bridge, or RETIRING, precise planning is the key to success. From the Manhattan Project (really!) to a look behind the curtain at the professional financial planning process, come for an hour with Nick Mercer, CFP®, CFA® I, Wealth Advisor II. Please RSVP by Monday, February 10 to secure a seat at this special event.
Financial Planning for Christian Stewarship
February 15, 2025 9:30-10:30am PDT
RSVP by to February 8 509-943-3164 or Lisa.Wiegand@richlandlutheranchurch.com
Prince of Peace Fellowship Hall, Richland Lutheran Church
901 Van Giesen Street, Richland, WA 99354
You care about the legacy and future of your loved ones and the causes which lift your heart. When the end of life comes, there are hundreds of decisions to make, but many of these can be made in advance, allowing for more confidence and comfort when Christ’s victory is complete, and the blessings of peace of mind until that day. Michelle A. Clary, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO and Senior Wealth Advisor at Piton Wealth (part of the Thrivent Advisor Network) will share information about the crucial planning you can do today to enhance your life, drawing on decades of experience with clients in the Tri-Cities.
Financial Planning for Physicians
March 18, 2025 6:30-7:30pm PDT | RSVP deadline: March 11, 2025
Dinner at Bookwalter Winery, 1695 Malibu PR NE, Richland, WA 99352
This will be a specialized presentation for physicians and others involved in the financial planning needs for these professionals. Drawing on decades of experience with Piton clients in these fields, this will be chance to learn more fully how Piton Wealth crafts plans particular to the priorities and specialized needs of medical professionals.
Shred Day at the Kennewick Office
April 11, 2025 8:00am-noon PDT | FREE PUBLIC EVENT
A free, public event where you can come by to have documents safely and securely shredded. Piton team members will again be serving coffee and Spudnuts. Donations to Habitat for Humanity Tri-County Partners, especially paper towels and toilet paper for families moving into their Habitat homes, will be collected. So come for the shredding, goodies, smiles and a great cause!
Q2 Live Quarterly Client Connector
April 17, 2025 5:30-6:30 PDT (6:30-7:30 MDT) | *PRIVATE* FOR PITON CLIENTS ONLY
Shortly after Tax Day, you can look forward the Live Client Connector for Q2! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Gibson, will update Piton clients on portfolio strategy and market developments. A Q&A session will complete the session. The session will be virtual, but there will be live viewing options in both Piton offices.
Client Advisory Team Meeting
April 21, 2025 noon-1:30pm PST (1pm-2:30pm MST) | PRIVATE EVENT
This is Piton’s regular meeting with a small group of clients, who wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
Shred Day at the Kalispell Office
June or July (exact day TBD), 2025 | FREE PUBLIC EVENT
Q3 Live Quarterly Client Connector
July 17, 2025 5:30-6:30 PDT (6:30-7:30 MDT) | *PRIVATE* FOR PITON CLIENTS ONLY
On this summer evening, you can enjoy the Live Client Connector for Q3! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Gibson, will update Piton clients on portfolio strategy and market developments. A Q&A session will complete the session. The session will be virtual, but there will be live viewing options in both Piton offices.
Client Advisory Team Meeting
July 21, 2025 noon-1:30pm PST (1pm-2:30pm MST) | PRIVATE EVENT
This is Piton’s regular meeting with a small group of clients, who wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
EXTENDED EDITION: Once a year, Piton holds this meeting with a larger group, in order to share and receive additional feedback on internal operations.
Music & Munchies
September 13, 2025 The Reach Museum, Richland, WA
SAVE the DATE! The tradition continues! The Music and Munchies benefit for Tri-County Partners Habitat for Humanity will be bigger and better than ever! And of course you can look forward to plenty of Piton pizzaz! Watch for details about all the activities, ways to support Habitat for Humanity, and, of course, more music and munchies!
Q4 Live Quarterly Client Connector
October 16, 2025 5:30-6:30 PDT (6:30-7:30 MDT) | *PRIVATE* FOR PITON CLIENTS ONLY
Don’t miss the final Live Client Connector of 2025! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Gibson, will update Piton clients on portfolio strategy and market developments that close out the year! A Q&A session will complete the session. The session will be virtual, but there will be live viewing options in both Piton offices.
Client Advisory Meeting
October 20, 2025 noon-1:30pm PST (1pm-2:30pm MST) | PRIVATE EVENT
This is Piton’s regular meeting with a small group of clients, who wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
25th Anniversary Celebration of Piton Wealth
Tri City Regional Chamber of Commerce Business After Hours at Piton Wealth
November 13, 2025 4:00-6:00 PST
Piton Wealth is celebrating its 25th Anniversary in a variety of ways throughout the year. This event will be a very special highlight of that celebration, as we host the Tri City Regional Chamber of Commerce Business After Hours! We are already planning ways to make this a unique occasion for all the business and community members who attend. SAVE the DATE and watch here for more details!
The Second Annual Piton Pie Day at the Kalispell Office
November 25, 2025 1pm-5pm MST
Watch for information to reserve your pie in advance!
Christmas Soiree 2025
December 4, 2025
Once again, a soiree with food, smiles and the blessings of the season!