Cracking the Retirement Nest Egg: Ensuring That Your Assets Will Last

OL144-17  |  On Demand  |  Update  |  Self-Study

Description

Many Baby Boomers are entering the second phase of their retirement planning - The Distribution Phase. The objective of the session is to address those factors that will determine whether an individual has enough assets to last a lifetime. As such, the discussion leader will cover such topics as taxation of retirement distributions; sequence of investment returns; appropriate asset allocation; “safe" withdrawal rates in retirement; and asset protection of retirement assets.

This video was recorded at the 2017 Tennessee Federal Tax Conference

Credits

Number of Credits Type of Credits
1 Tax

Prerequisites

None

Preparation

None

Notes

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Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$69.00
Member
$39.00
Non-Member
$69.00
Your Price: $69.00

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Facilitators

Salvatore Geraci, CPA, CFP, JD

Salvatore (Sal) Geraci is one of the founding principles of HHM Wealth Advisors LLC (and its predecessors), an independent financial planning firm in Chattanooga, Tennessee. Mr. Geraci’s expertise in conceptual financial planning is reflected in his educational and business background. He graduated from the University of New Orleans with a Bachelor of Science in Accounting in 1968. After serving his country for two years in the U.S. Army during the Vietnam conflict, he returned to UNO where he was awarded an MBA in 1971. He was then employed with a Big 4 accounting firm specializing in tax and retirement planning while attending Loyola University School of Law and was awarded a Juris Doctor in 1976. Mr. Geraci is both a Certified Public Accountant and Certified Financial Planner®.

Sal is called upon often to speak to various professional and business groups on a myriad of financial topics. He has authored several financial articles for local and national publications and has been quoted in the Practical Accountant journal and daily newspapers. Active in both professional and community organizations, Sal believes in giving back to the community that has given him so much. Mr. Geraci served for over seven years on the Board of Trustees of one of the Southeast’s largest community hospitals being elected Chairman for two terms by his fellow trustees. He is a previous president of the Chattanooga Chapter of the Tennessee Society of CPA’s and previous chairperson for the Tennessee Society of CPA’s Personal Financial Planning Committee.

Originally from New Orleans, Sal enjoys cooking and traveling. He and his wife donate and host gourmet dinners to raise funds for Chattanooga charities raising over $35,000 over the last 15 years. They also enjoy family activities with their four children and twelve grandchildren.

Sal also co-hosted a daily financial talk show, “Let’s Talk Money!” on 102.3 FM Chattanooga for over 13 years. Sal now limits his participation on the show to that of a periodic guest host.

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