BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:4fba66c84142b07a393a002ea38d8161678 CATEGORIES:Events SUMMARY:2022-09-06 WAATP Signature Monthly Meeting - The Changing World of Retirement Planning DESCRIPTION:
WAATP Signature Monthly Meeting -
The Changing World of Retirement Planning Webinar
Presented by Washington Association of Accounting a nd Tax Professionals
Tues day, September 6, 2022 Webinar
Event schedule: span>
Speaker: Mike Dyal
Bio: Mike Dyal enjoys watching a movie with his spouse & coll ege sweetheart, Keli, taking family trips to hike the mountains or explore the wild Pacific Northwest coastline. One of his favorite places to visit t hat should be on everyone’s bucket list is the most north-westerly place in the Continental United States: Neah Bay, WA. When he has a moment to himse lf, he is usually reading a book, or working in his garden. His love for li fe comes from his five children. He attended Utah Valley University where h e graduated with dual degrees in Spanish & Technology Management with a n emphasis on Leadership; earning the National Certificate from the Center for the Advancement of Leadership. He earned an MBA Spring, 2020. Mike is a n Eagle Scout who continues to mentor youth. Mike has been featured in FORB ES and is a National ambassador for The Financial Awareness Foundation-a no n-profit dedicated to improving financial awareness and financial awareness . Mike has speaking engagements at local colleges and business forums. Afte r college Mike and his bride moved to California and later Washington where he worked as a manager on some of the largest construction projects in the Western United States: Bay Bridge, CA; Long Beach Bridge, CA; and the Seat tle, WA “Big Bertha” Tunnel-the largest diameter tunnel on the globe. He st arted his own financial services practice with a vision to solve the retire ment shortfall by providing the solutions to income tax, decreased income, health costs, & longevity. Mike Dyal is the principal and founder of mu ltiple companies that help his vision to solve the retirement shortfall.
Mike's HOBBIES< /p>
CPE Credits: 1 CE depending on credentia ls
Course Description:
The rules for a retiring generation of baby boomers have c hanged. Learn how those changes affect you as you strive to help your clien ts.
This course is intended to give strategies for assessing financial positions that help your clients. Many of the retirement strategi es utilized by our parents have grown outdated and may no longer have the s ame application they once did. The class will compare the old paradigms to the new paradigms of today as you help clients retire in the 21st century. You will learn about the effects of Social Security taxation as well as the common pitfalls in retirement. This is an executive summary of an eight-pa rt adult education course taught by educators of a national non-profit in o ur area.
Learning Objectives:
• Evaluate the i
mpact of the latest tax law changes on retirement
• Determine if there
is enough money for retirement
• Use the 3 basic types of retirement
accounts to maximize cash flow in retirement
• Evaluate the benefits o
f a Roth Conversion
• Maximize Social Security income
• Reduce, o
r eliminate unwanted expenses or delays with estate planning
• Underst
and when a portfolio is truly “diversified”
• Help clients avoid the t
hree basic “pitfalls” of retirement distribution planning
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Level: Intermediate
Wa nt to chat with a like minded community of professionals? Please join us i n a round table of discussions with topics focused on your what is stumping you on client questions currently. Share, learn, socialize and ask questi ons!
If you would like to ask questions ahead of time please send the m to questions@waatp.org
WAATP members, $0
Non-members, $15
Join WAATP today to receive a discount.
Discla imer:
Fees and Schedule - This WAATP Internet-L ive webcast will begin and end promptly at stated time.
Canc ellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1- 3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGIN S. NO EXCEPTIONS
DTSTAMP:20240329T020007 DTSTART;TZID=America/Los_Angeles:20220906T110000 DTEND;TZID=America/Los_Angeles:20220906T123000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR