State of the Market Dinner Event

What role does investment analysis have in your portfolio?

Register Today!

We would love for you and a guest to join us for our Dinner Event featuring insights into investment research and analysis from Hilgardt Lamprect, CFP®, CKA®, CExP™, President and CEO of The LifeWealth Group and our guest speaker, Charles F. Freeman, CFA, EA, President and Portfolio Manager for AdaptFirst Investments.

Hilgardt Lamprecht, The LifeWealth Group’s financial advisor and CEO, has worked in the insurance and annuity industry since 1997. He combines his entrepreneurial spirit and his commitment to excellence to help clients work toward their retirement dreams. Hilgardt’s Christian faith and dedication to helping others are the cornerstones of his professional career.

Hilgardt earned a Bachelor of Accountancy from the University of Stellenbosch in South Africa and an Honours Bachelor of Accounting Science from the University of South Africa. He holds his Florida health, life and variable annuity insurance license and has passed the
Series 6, 7, 24, 63 and 65 securities exam.

AE Wealth Management provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S. CA Insurance License #0E56515.

 

Originally from Kernersville, North Carolina, Charles found his way to New York City in 1998 on a fencing scholarship. He was introduced to a small investment stock trading firm and immediately realized his passion for investing. He joined AXA Advisors in 2005 after returning to North Carolina. An entrepreneur at heart, Charles launched AdaptFirst Investments in 2017, seeking to generate investment ideas and solutions for clients through intense research and analytics. In 2022, Charles joined the LifeWealth Group team as a Chartered Financial Analyst.

Charles Freeman nor AdaptFirst Investments are affiliated with The LifeWealth Group, MAS or AEWM. There is no compensation exchanged between LifeWealth Group, LLC and AdaptFirst Investments.

Join us to learn more about:

  • Investment analysis
  • The current market
  • Financial pitfalls and opportunities in a down market
  • And more!

What: Presentation on investment research and portfolio decision-making with complimentary dinner provided by Market to Table.
When: Tuesday, Jan. 17, 2023 at 6:30 p.m.
Where: Pilars Loft, 146 W. Plant St., Suite 210, Winter Garden, FL 34787
Get directions

Guests are welcome! If you have someone that you would like to introduce to us please invite them to join you.

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Knowledge can be your greatest ally against market uncertainty. RSVP while time and space are still available.

Or contact us at 407.299.4129 or [email protected].

All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. MAS and The LifeWealth Group are not affiliated companies. Insurance products are offered through the insurance business The LifeWealth Group. The LifeWealth Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The LifeWealth Group are not subject to Investment Advisor requirements. This event is designed to provide general information on the subjects covered. It is not, however, intended to provide specific tax or legal advice and cannot be used to avoid tax penalties or to promote, market or recommend and tax plan or arrangement. Out firm is not affiliated with the U.S. government or any governmental agency. At the end of this event, you may be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 1610754 - 12/22