Post-Election Series: Navigating the Investment & Geopolitical Landscape Wednesday, November 11, 2020 01:00 PM - 02:00 PM Virtual Webinar Series Berntson Porter & Company invites you to attend our Post-Election Series: Planning for 2021 and Beyond! Join us virtually for the second session of our two part webinar series to learn how the Presidential Election can impact investments and the geopolitical landscape. We are honored to announce our keynote speakers will be Richard Bernstein and David Bridges. You won’t want to miss this event! LEARN MORE ABOUT RICHARD BERNSTEIN Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macrotrends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions. Mr. Bernstein has over 38 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. LEARN MORE ABOUT DAVID BRIDGES David Bridges is a senior geopolitical advisor at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Bridges provides expert geopolitical assessment to Fidelity investors. Prior to joining Fidelity in 2012, Mr. Bridges served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service. He retired from the CIA in 2011. At the time of his retirement, he was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe. Over the course of his career, Mr. Bridges held a number of critical positions, to include executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans, operational command of all CIA offensive and defensive counterintelligence operations worldwide, and several assignments as chief of station. In recognition of his outstanding work, he received CIA’s Distinguished Career Intelligence Medal, the George Bush Award for Excellence in Counterterrorism, the Donovan Award (the Clandestine Service’s highest honor), and several Director of Central Intelligence Meritorious Unit Citations. LEARN MORE ABOUT OUR SPONSORS This event is presented to you by Berntson Porter & Company, PLLC, Assured Partners, and Parcion Private Wealth. Special thank you to our event sponsor Lincoln Financial Group for supporting this programming.