Personal Financial Planning for Individuals at Every Career Stage

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.

Presented by Tanner Stepp with Edward Jones

PERSONAL FINANCIAL PLANNING FOCUS

Building Your Post-Shop Paycheck
How to turn your business equity and savings into reliable retirement income.

For non-owners: How to convert your personal savings and retirement plans into dependable future income.

Protecting Your Wealth - Trust or No Trust?
Tax strategies, risk management, and estate preparation tailored for automotive professionals and shop owners.

Coordinating Business & Personal Finances
Ensuring your retirement plan is not solely dependent on the sale of your shop.

For employees: Making sure your future is not dependent on one income source or one career path.

DISCUSSION FORMAT

• Open Q&A with pinpointed questions from attendees
• Clear action steps for what individuals should be doing now on the personal and financial side
• Understanding how personal, financial, and business goals work hand-in-hand

WHO SHOULD ATTEND?

• Shop owners
• Service advisors & managers
• Technicians planning their future
• Spouses & partners involved in financial decisions
• Anyone who wants to build long-term financial security

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Come join your fellow NWACA members, enjoy great conversation, and leave with ideas you can put to work right away!

Everyone is welcome to attend, either in-person or via zoom!!!
6:00pm - Social and Dinner
6:30pm - Presentation/Zoom Starts

Join Zoom Meeting
https://us02web.zoom.us/j/84345496575

Meeting ID: 843 4549 6575

One tap mobile
+12532158782

Check out the upcoming Pierce County Chapter Meetings: Everyone is welcome!! 
November 5th, 2026 - Part - 2 The Road to a Smooth Exit - Maximizing Shop Value & Exit Readiness, presented by Tanner Stepp with Edward Jones, 
December 3rd, 2026 - Joint Chapter Christmas Party - The Fabulous Fifties Hall, Tacoma, WA. 
January 7th, 2027 - Business Valuation Education - TBD
February 4th, 2027 - New Tax Updates for 2027 - presented by Shawn Mattingly with Weinman and Associates 
March 4th, 2027 - Today's Class Presentation, presented by Ed Tuck III from Point S TNT Tire and Jimmy Lea from The Institute present,