About The Webinar

Submit your questions ahead of the webinar here.

Larry Swedroe
 and Adam Yofan will answer viewer’s questions on Investing, Wealth Management and Preservation and more.

You can submit questions in advance of the webinar as well as during the webinar.

Don’t miss this opportunity to have your investment questions answered. 

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.

Jim’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 and his articles have appeared in Bottom Line, Trusts & Estates, Financial Planning, The Tax Adviser, Journal of Retirement Planning, and The Pennsylvania Lawyer magazine.

Jim is 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 Strategic Wealth, educates individuals on the benefits of evidence-based investing. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms.

He has since authored 9 more books and co-authored 7 books on investing, including his newest book, The Incredible Shrinking Alpha: How To Be A Successful Investor Without Picking Winners, 2nd Edition. Larry has made appearances on NBC, CNBC, CNN, and Bloomberg Personal Finance.


Adam Yofan, CPA, PFS, leads Buckingham Strategic Wealth’s Pittsburgh office. Adam navigates clients 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.

  • James Lange


  • Larry Swedroe


  • Adam Yofan


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