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2024 EVENTS CALENDAR

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The Piton Wealth Christmas Soirée 2024

Thursday December 12, 2024 4:30-6:30 PST | BY INVITE ONLY

This will be a celebration of our many blessings, our clients, our team and the upcoming retirement of one of our treasured team members! There will be charcuterie, white wine, and lychee mocktails. We will all enjoy Christmas music and merry time together!

Q1 Live Quarterly Client Connector

January 23, 2025 5:30-6:30 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.

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.

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.

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.

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