Diffusing the Tax Bomb

RMU in partnership with Adam Yofan, Wealth Advisor, Buckingham Wealth Management presents Diffusing the Tax Bomb:  A discussion on actionable items to minimize income and estate taxes, while maximizing wealth transfer to your children and organizations you care about.

Who is this presentation for: the recently retired, those planning for retirement, or for those who have loved ones planning for retirement

When: November 3rd, 8:30 – 9:30 AM (registration and continental breakfast begins at 8 AM)

Where: Robert Morris University, UPMC Conference Center and a Live Streaming Option Available

About Adam

For nearly a decade, Adam has been a donor and collaborator with RMU.  Putting his deep and diverse experience to work, Adam spends his days helping clients address their multilayered issues in areas such as portfolio construction, tax minimization, retirement planning, asset protection, and estate and legacy planning. When financial challenges become complex, Adam quickly and nimbly pulls together the right team of professionals, coordinates recommendations and then puts comprehensive strategies into play.

The favorite part of Adam’s professional life is getting to know the diverse individuals, families and business owners with whom he works. He loves getting to interact with interesting and goal-driven people — hearing their stories, learning their life path, understanding their aspirations and helping them with the financial challenges they face.

Before joining Buckingham in 2019, Adam served as president of Alpern Wealth Management for 13 years. In this role, he developed and executed the firm’s strategy and client service plan and developed investment portfolios and financial plans. Prior, he was a financial advisor with Smith Barney for five years and a senior manager with Deloitte & Touche for 12 years.

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