BQE CORE + OFF THE BEATEN PATH FINANCIAL PRESENT
From Chaos to Clarity: A Case Study in Financial Mastery for an AEC Firm Owner
Tuesday, May 27th, 2025
2pm ET | 11am PT
In this webinar, Ryan Sullivan, PE, of Off the Beaten Path Financial, brings the principles from the previous sessions to life with a real-world case study. Follow the journey of an AEC firm owner who went from financial disorganization and over-reliance on their business to achieving financial clarity, stability, and growth. This session highlights the strategies they used to integrate personal and business finances, leverage their firm for wealth generation, and master advanced investment and risk management techniques. Join us and get ready to walk away with actionable insights to apply these lessons to your own financial journey!
By the end of this session, you will learn how to:
1
Analyze financial challenges faced by an AEC firm owner, while identifying common pitfalls, such as reliance on business income, lack of diversification, and disorganized financial systems.
2
Create systems to align personal and business financial goals, through the process of integrating and separating finances.
3
Summarize how the firm owner in the case study utilized tax advantages, retirement accounts, and reinvestment strategies to build personal wealth.
4
Analyze how the subject diversified investments, mitigated risks, and built a secure financial future.
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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 for architects, 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.