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2022-09-06 WAATP Signature Monthly Meeting - The Changing World of Retirement Planning
Tuesday, September 06, 2022, 11:00 AM - 12:30 PM PDT
Category: Events

WAATP Signature Monthly Meeting - The Changing World of Retirement Planning Webinar

Presented by Washington Association of Accounting and Tax Professionals 

Tuesday, September 6, 2022 Webinar


Event schedule: 

  • Beginning of Webinar: 11:00 am
  • The Changing World of Retirement Planning Webinar: 11:00 am - 12:00 pm
  • Round Table Discussion: 12:00 pm - 12:30 pm

Speaker: Mike Dyal



Bio: Mike Dyal enjoys watching a movie with his spouse & college sweetheart, Keli, taking family trips to hike the mountains or explore the wild Pacific Northwest coastline. One of his favorite places to visit that 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 himself, he is usually reading a book, or working in his garden. His love for life comes from his five children. He attended Utah Valley University where he graduated with dual degrees in Spanish & Technology Management with an emphasis on Leadership; earning the National Certificate from the Center for the Advancement of Leadership. He earned an MBA Spring, 2020. Mike is an Eagle Scout who continues to mentor youth. Mike has been featured in FORBES and is a National ambassador for The Financial Awareness Foundation-a non-profit dedicated to improving financial awareness and financial awareness. Mike has speaking engagements at local colleges and business forums. After 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 Seattle, WA “Big Bertha” Tunnel-the largest diameter tunnel on the globe. He started his own financial services practice with a vision to solve the retirement shortfall by providing the solutions to income tax, decreased income, health costs, & longevity. Mike Dyal is the principal and founder of multiple companies that help his vision to solve the retirement shortfall.

  • Web:;
  • Twitter: @dyalfinancial
  • EMAIL: [email protected]


  • Rugby & Hiking
  • Wood Carving
  • Reading
  • Exercising his “Green Thumb”
  • Playing Games with the Kiddos


CPE Credits: 1 CE depending on credentials

Course Description:  

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive to help your clients. 

This course is intended to give strategies for assessing financial positions that help your clients. Many of the retirement strategies utilized by our parents have grown outdated and may no longer have the same 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-part adult education course taught by educators of a national non-profit in our area.

Learning Objectives:

• Evaluate the impact 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 of a Roth Conversion
• Maximize Social Security income
• Reduce, or eliminate unwanted expenses or delays with estate planning
• Understand when a portfolio is truly “diversified”
• Help clients avoid the three basic “pitfalls” of retirement distribution planning


Level: Intermediate



Want to chat with a like minded community of professionals?  Please join us in a round table of discussions with topics focused on your what is stumping you on client questions currently.  Share, learn, socialize and ask questions!

If you would like to ask questions ahead of time please send them to [email protected]


Registration fee: 

WAATP members, $0 

Non-members, $15 

Join WAATP today to receive a discount. 




Fees and Schedule - This WAATP Internet-Live webcast will begin and end promptly at stated time. 

 Cancellation 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 BEGINS. NO EXCEPTIONS