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 Athens, GA.  A program of the State Bar of Georgia’s Institute of Continuing Legal Education, the meeting was attended by 300 Georgia-based estate planning practitioners.  The meeting took place February 8-9, 2019.  Ned and John’s Saturday morning presentation was titled “Keeping it Real:  Managing Investment Priorities as a Fiduciary.”