Larry Swedroe and Adam Yofan to Answer Questions on What IRA Owners Should Do Now That We Have a Democratic President, House and Senate

PITTSBURGH, PA / AGILITYPR.NEWS / January 18, 2021 /

Live Webinars on January 27 & 28 Hosted by Bestselling Author CPA/Attorney James Lange

Jim Lange and his team at Lange Financial Group continue to provide information on taxes, investment planning and how the new administration will impact investment and financial planning decisions in 2021. A series of informational webinars is described below. Live attendance is encouraged but there will be replays available. Registrants can submit question(s) in advance so that if they can’t attend live that day, they are more likely to hear their question answered when they get the replay.

Journalists who would like to schedule an interview, or anyone with questions about this live event, can email GraceVogelzang@ImpactCommunications.org.

There are actually a couple different sessions happening January 27 & 28 – including What IRA owners should do now that we have a Democratic President, House and Senate.

There will be a live Q&A webinar on January 28, 2021 at 1pm ET with Larry Swedroe of Buckingham Wealth Partners, Adam Yofan of Buckingham Strategic Wealth, and bestselling book author, James Lange, CPA/Attorney from Lange Financial Group. Here’s how to register for just this session: Your Questions Answered on Investing, Wealth Management, and Preservation & More.

Check out all the sessions by clicking here.

ABOUT THE PRESENTERS

James Lange, President of the Lange Financial Group, LLC, has more than 3 decades of estate and retirement planning experience. He and his team have drafted 2,734 wills and trusts. Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times), Newsweek, Money, Smart Money, Forbes, Reader’s Digest, Bottom Line, and Kiplinger’s. He is a paid contributor for Forbes.com and his articles have appeared in Bottom Line, Trusts & Estates, Financial Planning, The Tax Adviser, Journal of Retirement Planning, and The Pennsylvania Lawyer magazine. Lange is a nationally-renown public speaker and the author of 8 best-selling books including Retire Secure! (Wiley, 2006 and 2009), and The Roth Revolution, Pay Taxes Once and Never Again.

Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners, educates individuals on the benefits of evidence-based investing. Swedroe was among the first authors to publish a book that explained the science of investing in layman’s terms. He has since authored nine more books and co-authored seven books on investing, including his newest book, The Incredible Shrinking Alpha: How To Be A Successful Investor Without Picking Winners, 2nd Edition. Swedroe has made appearances on NBC, CNBC, CNN, and Bloomberg Personal Finance.

Adam Yofan leads Buckingham Strategic Wealth’s Pittsburgh office. Formerly a practicing CPA holds the PFS (Personal Financial Specialist) credential, Yofan helps clients move toward financial clarity by defining goals and needs, reviewing assets, providing recommendations, implementing and managing portfolios, and tracking progress as they pursue well-defined goals. His goal is to protect and grow a client’s wealth.