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YOU ARE CORDIALLY INVITED TO TRILOGY'S ANNUAL

The Montage Resort | Big Sky, Montana | Sept. 18-21

Welcome!

We are thrilled to welcome you to Trilogy's Circle of Excellence Program. We hope the next few days show you how much we appreciate your outstanding performance and dedication to Trilogy!

View our event details below to ensure that you have a smooth and joyous experience.

With warm regards,
Jeff Motske
President & CEO, Trilogy Financial

AGENDA

Sunday, September 18

Arrivals
Dinearounds

Monday, September 19

7:30AM - 9:00AM: Group Breakfast
Grand Foyer
8:30AM - 10:30AM: Trilogy Meeting
Grand Ballroom
7:30PM: Trilogy Reception
Rivalry (Adult Guests Only)

Tuesday, September 20

7:30PM: Farewell Reception
Mountain Lawn (We recommend warm attire since part of this event is outdoors.)

Wednesday, September 21

Departures

CONTACT INFORMATION

RHIANNON GHARIBEH

Chief of Staff
rhiannon.gharibeh@trilogyfs.com
310.488.7297

OR

JUNE ADAMS

Chief Compliance Officer
june.adams@trilogyfs.com
949.922.8105

BIG SKY WEATHER

ONSITE ACTIVITIES

GOLF

Tee times are available at Spanish Peaks. Guests will be picked up from Montage and escorted to the course. For all golf tee times and inquiries: hannah.clauss@montage.com.

SPA MONTAGE

Reach out to mbsconcierge@montage.com for appointments.

NIGHTLY S'MORES

Located outside of Alpenglow Terrace Firepit 6PM-9PM.

BEARTOOTH PUB & REC

Beartooth does take reservations for dining, however, the bowling lanes and other activities are first come, first served.

COMPASS SPORTS

Compass Sports assists with guided mountain hiking tours, biking tours and rentals, archery, and other activities. For bookings visit: mbsconcierge@montage.com.

INFORMATION

TRAVEL

The Montage has a small fleet of Cadillacs for guest use on a first come first serve basis. Uber, Lyft, and taxis are limited. Snow Country Limo is the Montage’s preferred transportation company. Arrangements will be charged directly to the guest's room and can be made through: mbsconcierge@montage.com.

ATTIRE

Business casual attire is required for business meetings - collared shirts for men, blouses or dresses for women. For leisure, we recommend dressing for comfort. Temperatures are much cooler in the evening, so layers are recommended.

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