Global events, election cycles, and rapid advances in artificial intelligence are reshaping the investment landscape. How should portfolios be positioned for what comes next?

Join us for an exclusive dinner and discussion:

What’s Next: Positioning Portfolios for Opportunity
Navigating Global Events, U.S. Elections, and the Rise of AI

Tuesday, May 12
6:00 PM
Perry's Steakhouse & Grille
4 Perimeter Park S
Birmingham, AL 35243

We are pleased to welcome two guest speakers:

Reed Nitto from First Trust

Nick Kleinhenz from PIMCO

Together they will share insights on:

• Key global market trends
• The impact of U.S. elections and policy shifts
• Opportunities emerging from artificial intelligence
• How investors may position portfolios in an evolving environment

Dinner will be served and seating is limited, so please RSVP by email to jennifer@cmcfp.com, text to 205.892.1587, or on our website by May 5th to attend.

Reed Nitto and Nick Kleinhenz are not affiliated with Private Client Services, RFG Advisory, or CMC Financial. All opinions expressed are their own.