BQE CORE + OFF THE BEATEN PATH FINANCIAL PRESENT
Death of a Firm Owner: Why Architects and Engineers Struggle to Build Personal Wealth
Tuesday, January 28th, 2025
2pm ET | 11am PT
Too many architects and engineers assume their firm’s success will secure their future—but what happens when work is no longer an option? In this webinar, we’ll explore the cautionary tale of David, a firm owner who found himself financially unprepared when life didn’t go as planned. Discover the risks of relying solely on your business and learn actionable strategies to diversify income, build a sellable firm, and create a financial plan that ensures freedom and flexibility for the future. Don’t leave your financial security to chance—join us and take control today!
By the end of this session, you will learn how to:
1
Evaluate the vulnerabilities of depending exclusively on firm cash flow for long-term stability.
2
Identify common warning signs and indicators of insufficient personal financial planning.
3
Analyze the outcomes of failing to prepare for a future without work.
4
Outline strategies for diversifying income, retirement planning, and creating a safety net.
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Did you know that you can receive one LU for this course?
Ryan Sullivan, PE
Founder & Lead Financial Planner, Off the Beaten Path Financial
LEARN FROM AN EXPERT
Ryan Sullivan, PE, is the founder and lead financial planner of Off the Beaten Path Financial. Starting his career as a mechanical engineer, he built an engineering department from the ground up before starting his financial planning firm. His focus is on helping architects and engineers build, grow, and use their wealth to accomplish their biggest dreams. He believes cash flow is the foundation of a strong financial position, and helps his clients make sure their money is aligned with their values by building systems that provide peace of mind, financial clarity, and ultimately better decision making. With a precision-driven approach, Ryan blends engineering rigor with calculated risk-taking, ensuring stability while empowering clients to confidently pursue financial abundance.
ABOUT THE SERIES
Leveraging Your AEC Firm for Personal Wealth and Financial Abundance
This 6-part series guides AEC leaders through a journey of financial transformation, highlighting the importance of integrating business success with personal, long-term wealth creation. Founder & Lead Financial Planner of Off the Beaten Path Financial, Ryan Sullivan, PE, leads the conversation on the fourth Tuesday of each month, doling out valuable insights and actionable strategies.
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ABOUT BQE: A PROUD HOST OF THIS WEBINAR
BQE CORE is the award-winning firm management software, created by architects and engineers for architects engineers, that project-based firms trust to run their operations for better project outcomes, and more profitable futures. Their fully integrated suite of intuitive tools with 24/7/365 support provides back-office automation to power front-office insights, making firm management more agile, informed, and data-driven. Learn more at www.bqe.com.