The Gavel Podcast

Wills & Estates with Spencer Montgomery and James Owens

Episode Summary

In this episode, Adam is joined by James Owens (Charleston), the Chief Advancement Officer for the Sigma Nu Educational Foundation, for an interview with Brother Spencer Mongomery (South Florida), a certified financial and wealth management planner. During the interview, Adam, James, and Spencer talk about wills and estate planning and making the most of National Make a Will Month.

Episode Notes

The Gavel Podcast is the official podcast of Sigma Nu Fraternity, Inc. and is dedicated to keeping you updated on the operations of the Legion of Honor and connecting you to stories from our brotherhood. 

To find out more from the Fraternity, you can always check out our website at www.sigmanu.org. Also consider following us on: Facebook | Instagram | LinkedIn | YouTube | Flickr

Have feedback or a question about this episode? Want to submit an idea for a future topic you'd like to see covered? Contact the Gavel Podcast team at news@sigmanu.org. 

Hosts for this Episode

• Adam Girtz (North Dakota State) - Director of Engagement, Sigma Nu Fraternity, Inc.
• James Owens (Charleston) - Chief Advancement Officer, Sigma Nu Educational Foundation

Guests for this Episode

• Spencer Montgomery (South Florida) - A Certified Financial and Wealth Management Planner

References and Resources from the Episode

• Sigma Nu Educational Foundation - The general webpage for the Fraternity's Educational Foundation.
• Sigma Nu's Planned Giving Website - A new resource page with free tools to help our alumnus brothers plan their wills and estates.

General Resources

• Employment and Staff Hiring Resources - If you are interested in learning more about working for the Fraternity as a consultant. Please visit the employment webpage for resources and access to the position application. The application deadlines are October 15 and March 1, but applications are accepted on a rolling basis.