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.

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



PRIVATE EVENT

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

For the last couple of months, clients, friends and partners of Piton have been able to visit the Montana team in their new facilities in a brand new office building at 490 Cascade Loop. Now that the team and the space are a bit more settled, we are eager to celebrate! Come down to the new office for food, drink, music, and tours of the new space! The event will be mostly in outdoor tents (so dress accordingly), but we will have inside alternatives if inclement weather calls for it. No matter what, you can depend on great times and smiles all around.

April 24, 2026 4:00–6:00pm MDT

RSVP

April 24, 2026 4:00–6:00pm MDT

RSVP

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?). So come visit to take care of those papers and enjoy some local goodies!

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

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

Retirement Planning with Purpose and Precision: Come for a focused and informative event for those looking to retire within the next five years. Piton Wealth Advisors will provide attendees with insight into how a disciplined, purpose-driven plan can help turn retirement from a financial transition into a well-designed next chapter. Beyond Investments–built for real retirement decisions

May 14, 2016 4:30-5:30pm (both Kennewick & Kalispell offices)

RSVP

May 14, 2016 4:30-5:30pm (both Kennewick & Kalispell offices)

RSVP

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.

July 16, 2026 5:30-6:30pm PDT (6:30-7:30pm MDT)



*PRIVATE* FOR PITON CLIENTS ONLY

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

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.

July 20, 2026



PRIVATE EVENT

July 20, 2026 PRIVATE EVENT

Don’t miss the final 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.

October 15, 2026 5:30-6:30pm PDT (6:30-7:30pm MDT)



*PRIVATE* FOR PITON CLIENTS ONLY

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

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.

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



PRIVATE EVENT

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