Events

  • 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 (October 30, 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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  • INVESTMENT CLUB PRESENTATION (September 2018)

    September 27, 2018

    Speaker: Steve Whittington, CFA

    Location: Atlanta, GA

    MONTAG Business Development Director Steve Whittington, CFA, visited an Atlanta client’s monthly Investment Club meeting to make a presentation titled…

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  • EXECUTIVE BREAKFAST Series (June 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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  • FACTS & FINANCES for WOMEN (Spring 2018)

    April 11, 2018

    Speaker: ABBEY FLAUM, ESQ. of Cohen Pollock Merlin Turner PC; CHRISTINE QUILLIAN, CFA/CFP of MONTAG

    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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