Part 1-The Road to a Smooth Exit - Building Your Personal Financial Future- Sno-King So.

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.

Session Focus: 
​
Personal Financial Planning for Individuals at Every Career Stage

Topics Covered:

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
  (And 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

Why You Should Be There

This isn’t just another meeting.
This is about getting better, together—with ideas you can actually use in your shop tomorrow.