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2024 EVENTS CALENDAR

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Happy Hour Wine Tasting - Save the Date

June 27, 2024, 4-6pm PDT
Location in the Tri-Cities TBD
Piton Wealth Advisor Nick Mercer is gearing up for his next happy hour! Piton will be sponsoring some free drinks and appetizers. Grab a couple friends or colleagues and come visit! This is not a sales event or presentation, just an opportunity to find out how professional financial planning and your projects might be more similar than you realize. SAVE the DATE now!

Free Public Shred Day - Kalispell, MT

Thursday, July 11, 2024, 11:00am-1:00pm MDT
18 Village Loop Rd., Kalispell, MT

The Piton office in Kalispell, MT, will again hold its Shred Day event! This is a free, public event where you can come by to have documents safely and securely shredded. Watch for details about complimentary snacks and opportunities to donate. There will be a 20 box limit per person. Save the date and watch for more details!

Q3 Live Quarterly Client Connector

July 18, 2024 | *PRIVATE* FOR PITON CLIENTS ONLY
The Connector features both a review of recent and upcoming community events and an update on portfolio strategy and market developments. A Q&A session with CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler will complete the session. Watch here for more details, including opportunities to submit questions ahead of time!

Music & Munchies - Save the Date

Saturday, September 14, 2024
6th Annual Music & Munchies Concert to Benefit Habitat for Humanity Tri-County Partners. Save the date and watch for more exciting details to come!

Q4 Live Quarterly Client Connector

October 17, 2024 | *PRIVATE* FOR PITON CLIENTS ONLY
The Connector features both a review of recent and upcoming community events and an update on portfolio strategy and market developments. A Q&A session with CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler will complete the session. There will be in-person attendance events as well (with a meal and beverages provided). Watch here for more details, including opportunities to submit questions ahead of time!
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