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Personal Financial Planning for Individuals at Every Career Stage
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Whether you own the shop\, run the front counter\, or are planning your next chapter\, \;learn how to create income\, protect your wealth\, and retire with confidence.
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Presented by Tanner Stepp with Edward Jones
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PERSONAL FINANCIAL PLANNING FOCUS
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Building Your Post-Shop Paycheck
\nHow to turn your business equity and savings into reliable retirement income.
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For non-owners: How to convert your personal savings and retirement plans into dependable future income.
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Protecting Your Wealth - \;Trust or No Trust?
\nTax strategies\, risk management\, and estate preparation tailored for automotive professionals and shop owners.
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Coordinating Business &\; Personal Finances
\nEnsuring your retirement plan is not solely dependent on the sale of your shop.
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For employees: Making sure your future is not dependent on one income source or one career path.
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DISCUSSION FORMAT
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&bull\; Open Q&\;A with pinpointed questions from attendees
\n&bull\; Clear action steps for what individuals should be doing now on the personal and financial side
\n&bull\; Understanding how personal\, financial\, and business goals work hand-in-hand
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WHO SHOULD ATTEND?
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&bull\; Shop owners
\n&bull\; Service advisors &\; managers
\n&bull\; Technicians planning their future
\n&bull\; Spouses &\; partners involved in financial decisions
\n&bull\; Anyone who wants to build long-term financial security
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\nCome join your fellow NWACA members\, enjoy great conversation\, and leave with ideas you can put to work right away!
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\nEveryone is welcome to attend\, either in-person or via zoom!!!
\n6:00pm - Social and Dinner
\n6:30pm - Presentation/Zoom Starts
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Join Zoom Meeting
\nhttps://us02web.zoom.us/j/84345496575
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\nMeeting ID: 843 4549 6575
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\nOne tap mobile
\n+12532158782\n
\nCheck out the upcoming Pierce County Chapter Meetings: Everyone is welcome!! \;
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November 5th\, 2026 - Part - 2 The Road to a Smooth Exit - Maximizing Shop Value &\; Exit Readiness\, presented by Tanner Stepp with Edward Jones\, \;\nDecember 3rd\, 2026 - Joint Chapter Christmas Party - The Fabulous Fifties Hall\, Tacoma\, WA. \;
\nJanuary 7th\, 2027 - Business Valuation Education - TBD
\nFebruary 4th\, 2027 - New Tax Updates for 2027 - presented by Shawn Mattingly with Weinman and Associates \;
\nMarch 4th\, 2027 - Today'\;s Class Presentation\, presented by Ed Tuck III from Point S TNT Tire and Jimmy Lea from The Institute present\, \; \;
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