Events

  • ESTATE PLANNING INSTITUTE PRESENTATION

    February 09, 2019

    Speaker: Ned and John Montag

    Location: Athens, GA

    Brothers Ned and John Montag, CEO and President/CIO respectively, presented a program at the sixty-fourth annual ESTATE PLANNING INSTITUTE in…

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  • EXECUTIVE BREAKFAST Series (Winter 2019)

    February 05, 2019

    Speaker: Chris Guinther

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation — this time The Economy and Stocks:  Where were…

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  • FACTS & FINANCES for WOMEN (Fall 2018)

    November 07, 2018

    Speaker: Haley Schwartz, Esq.

    Location: 103 West

    A semi-annual MONTAG event since 1985, Jackie Montag leads an energetic morning program – often to a capacity-crowd. FFW seminars…

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  • EXECUTIVE BREAKFAST Series (Fall 2018)

    October 30, 2018

    Speaker: Ned and John Montag

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (THE FIDUCIARY ASSIGNMENT – A Tale of Heroes &…

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  • EXECUTIVE BREAKFAST Series (Summer 2018)

    June 05, 2018

    Speaker: BRENDAN WAGNER: "The Myth of Low Productivity"

    Location: Cherokee Town Club

    About MONTAG’s Executive Breakfast Series In addition to the formal presentation (The Myth of Low Productivity) by Portfolio Manager Brendan…

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