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...

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Mastering Investing & Risk Management for AEC Firm Owners

After leveraging your architecture or engineering firm’s success for wealth generation, the next step is managing and growing that wealth through smart investments and effective risk management. In this session, Founder of Off the Beaten Path Financial Ryan Sullivan, PE, provides a deep dive into advanced investment strategies, diversification across asset classes, and approaches to assess and manage financial risk. Learn how to balance growth with protection, ensuring your wealth is secure and positioned for long-term success.

Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.

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This course is registered with: 1 Industry Association(s)

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