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2023 EVENTS CALENDAR
FINANCIAL PLANNING 101 (in person) with Kaitilin
March 30, 2023 (12pm PST)
LOCATION | SAGELAND CENTER
11257 W Clearwater Ave. Kennewick | WA
*OPEN TO PUBLIC
Join Kaitilin Newman, CRCP®, CFP® candidate in person at the Sageland Center in Kennewick, WA for Financial Planning 101 with Piton Wealth! Learn the basic tools and trends to help you plan your next financial steps!
FINANCIAL PLANNING 101 (virtual) with Aaron
March 30, 2023 (5:30pm PST/6:30pm MST)
LOCATION | ONLINE ONLY
*OPEN TO PUBLIC
Join Aaron Ells, CFP® online for Financial Planning 101 with Piton Wealth. Learn the basic tools and trends to help you plan your next financial steps!
FINANCIAL PLANNING 201 (virtual) with Nick
March 30, 2023 (1pm PST)
LOCATION | ONLINE ONLY
*OPEN TO PUBLIC
Join Nick Mercer, CFP®, CFA® candidate online for Financial Planning 201 with Piton Wealth. Financial Planning 201 is a continuation of FP-101 and builds on your knowledge of financial planning. Up to this point, you have been on a long financial journey, and retirement is here or in sight. In this class you will explore the steps you can take, what plans you can develop, and how to secure those plans, so that you and your loved ones fulfill the life that you have been working towards!
FINANCIAL PLANNING 201 (in person) with Michelle
March 30, 2023 (4pm PST)
LOCATION | SAGELAND CENTER
11257 W Clearwater Ave. Kennewick | WA
*OPEN TO PUBLIC
Join our Founder/CEO, Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP® in person for Financial Planning 201 with Piton Wealth. Learn the basic tools and trends to help you plan your next financial steps! Financial Planning 201 with Piton Wealth is a continuation of FP-101 and builds on your knowledge of financial planning. Up to this point, you have been on a long financial journey, and retirement is here or in sight. In this class you will explore the steps you can take, what plans you can develop, and how to secure those plans, so that you and your loved ones fulfill the life that you have been working towards!
FREE COMMUNITY SHRED DAY!
April 14, 2023 | 8am - 12pm @ Piton Wealth
11257 W Clearwater Ave. Kennewick | WA
*OPEN TO PUBLIC
It’s time to clean out all of your paper clutter and join us at our free community shred day event. Enjoy a hot cup of coffee and a fresh Spudnut donut while Columbia Industries safely disposes your private/confidential documents. Don’t be a statistic, keep your personal information safe from identity theft! **Click on the image to RSVP to our event on Facebook!
Q2 Live Quarterly Client Connector
April 20, 2023
Live in-person sessions at 1pm and 3pm PST + Open House at the Kennewick office |
Virtual session via Zoom 6pm – 7pm PST
*PRIVATE* FOR PITON CLIENTS ONLY
This event is for Piton clients only. We will have an update from our CEO, a Piton advisor will review some “fresh advice” relevant to current planning strategies, and we will conclude with a review of portfolio strategy and an economic update. Included will be a Q&A session in real time. Clients will have the opportunity to watch the streaming of the presentation in real time at the Kalispell office.
FREE COMMUNITY SHRED DAY!
June 1, 2023 | 11am - 1pm (MST)
Piton Wealth - Kalispell, MT
18 Village Loop Rd, Kalispell MT
*OPEN TO PUBLIC
Hey Kalispell! It’s time to clean out all of your paper clutter and join us at our free community shred day event. Safely dispose your private/confidential documents so you don’t become a statistic. Keep your personal information safe from identity theft and join us at our free public shred event! **Click on the image to RSVP to our event on Facebook!
Q3 Live Quarterly Client Connector
July 20, 2023 | 6pm – 7pm PST
Virtual session via Zoom
*PRIVATE* FOR PITON CLIENTS ONLY
This event is for Piton clients only. We will have an update from our CEO, a Piton advisor will review some “fresh advice” relevant to current planning strategies, and we will conclude with a review of portfolio strategy and an economic update. Included will be a Q&A session in real time. The presentation will be via Microsoft Teams, but clients will have the opportunity to watch the streaming of the presentation in real time at Piton offices.
Music & Munchies - A backyard concert
September, 16 2023 | SAVE THE DATE
*Ticket Only Event
Save the date for our annual fundraiser benefitting Tri-County Partners | Habitat for Humanity
FREE COMMUNITY SHRED DAY!
October 6, 2023 | 8am - 12pm @ Piton Wealth
11257 W Clearwater Ave. Kennewick | WA
*OPEN TO PUBLIC
It’s time to clean out all of your paper clutter and join us at our free community shred day event. Enjoy a hot cup of coffee and a fresh Spudnut donut while Columbia Industries safely disposes your private/confidential documents. Don’t be a statistic, keep your personal information safe from identity theft!
Q4 Live Quarterly Client Connector
October 19, 2023
Live in-person sessions at 1pm and 3pm PST + Open House 2-3pm at the Kennewick office |
Virtual session via Zoom 6pm – 7pm PST
*PRIVATE* FOR PITON CLIENTS ONLY
This event is for Piton clients only. We will have an update from our CEO, a Piton advisor will review some “fresh advice” relevant to current planning strategies, and we will conclude with a review of portfolio strategy and an economic update. Included will be a Q&A session in real time. Clients will have the opportunity to watch the streaming of the presentation in real time at the Kalispell office.