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2026 EVENTS CALENDAR

Our next event is in.....

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Q1 Client Advisory Meeting

Q1 Client Advisory Meeting

January 19, 2026 noon-1:30 PST (1pm-2:30pm MST) PRIVATE EVENT

This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.

Q1 Live Quarterly Client Connector

January 22, 2026 5:30-6:30pm PST (6:30-7:30pm MST) *PRIVATE* FOR PITON CLIENTS ONLY

Don’t miss the first Live Client Connector of 2026! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Golden, will update Piton clients on portfolio strategy and market developments as part of the theme for the new 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.

Q2 Live Quarterly Client Connector

April 17, 2026 5:30-6:30pm PDT (6:30-7:30pm MDT) *PRIVATE* FOR PITON CLIENTS ONLY

Don’t miss the first Live Client Connector of 2026! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Golden, will update Piton clients on portfolio strategy and market developments as part of the theme for the new 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.

Q2 Client Advisor Team Meeting

Q2 Client Advisory Meeting

April 20, 2026 noon-1:30 PDT (1pm-2:30pm MDT) PRIVATE EVENT

This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.

Grand Opening of the New Kalispell Office

April 24, 2026 | Watch for Times to be Announced

The brand new office building to house the Kalispell office of Piton Wealth will be open and the team will be moving in before long. On this date, though, once the Montana winter has receded a bit, we’re going to have everyone over for a grand opening celebration! Save the Date on your calendars now!

Free Public Shred Day

Shred Day

May 8, 2026 8am-noon Kennewick office | 9-11am Kalispell office

The tradition continues! Come by either Piton office to have your sensitive documents safely and securely shredded! (Please observe the 20-box limit at the Kalispell location.). Piton team members will be on hand to help as well as serve coffee with a local treat (did someone say Spudnuts?). We will also continue the tradition of collecting goods and donations to the local chapters of Habitat for Humanity! So come visit to take care of those papers, enjoy some local goodies and support a great cause!

Q3 Live Quarterly Client Connector

July 16, 2026 5:30-6:30pm PDT (6:30-7:30pm MDT) *PRIVATE* FOR PITON CLIENTS ONLY

Don’t miss the first Live Client Connector of 2026! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Golden, will update Piton clients on portfolio strategy and market developments as part of the theme for the new 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.

Q3 Client Advisor Team Meeting

Q3 Client Advisory Meeting Extended Edition

July 20, 2026 | PRIVATE EVENT

This is Piton’s annual event with an expanded group of clients and a special agenda discussion of multiple topics to enhance the client experience.

Q4 Client Advisor Team Meeting

Q4 Live Quarterly Client Connector

October 15, 2026 5:30-6:30pm PDT (6:30-7:30pm MDT) *PRIVATE* FOR PITON CLIENTS ONLY

Don’t miss the first Live Client Connector of 2026! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Golden, will update Piton clients on portfolio strategy and market developments as part of the theme for the new 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.

Q4 Client Advisor Team Meeting

Q4 Client Advisory Meeting

October 20, 2026 noon-1:30 PDT (1pm-2:30pm MDT) PRIVATE EVENT

This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.

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