Plan Today for the Future You Want Tomorrow

Whether you own the shop, manage the front counter, turn the wrenches, or are planning your next chapter, this session will help you create income, protect your wealth, and retire with confidence.

Presented by Tanner Stepp

Financial Advisor | CEPA® | WMCP®
Edward Jones

Join Tanner as he shares practical financial planning strategies designed specifically for automotive professionals—whether you're building your career, running a business, or preparing for retirement.

Topics Include

Building Reliable Retirement Income

Explore strategies for creating dependable income and greater financial confidence for the future.

Protecting Your Wealth

Learn about tax strategies, risk management, and estate planning to help protect what you've worked hard to build.

Coordinating Personal & Business Finances

Discover ways to bring your personal and business financial goals together and make sure they're working toward the same future.

Preparing for Retirement

Whether you're a shop owner or an employee, learn practical ways to better prepare for the future you want.

Live Q&A

Bring your questions and leave with practical, actionable takeaways you can put to work.

Who Should Attend?

• Shop Owners
• Service Advisors & Managers
• Technicians
• Spouses & Partners
• Anyone interested in building long-term financial security

Plan for Your Future

This isn't just another meeting—it's an opportunity to leave with practical ideas you can put to work for your future.

Everyone is welcome to attend in person or via Zoom!

Thursday, September 17th

6:00 PM – Social & Dinner
16500 Southcenter Pkwy, Tukwila, WA 98188
(Located inside the DoubleTree Hotel at Southcenter)
6:30 PM – Presentation & Zoom Begins

Join Zoom Meeting:
https://us02web.zoom.us/j/88069547913

One-Tap Mobile:
+1 253-215-8782

Meeting ID: 880 6954 7913