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BEGIN:VEVENT
DTSTART:20251021T173000Z
DTEND:20251021T190000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:WayPath Financial LUNCH AND LEARN
DESCRIPTION:WayPath Financial  will be hosting A Lunch and Learn session at ACNM\, 6135 Edith Blvd NE\, ABQ NM 87107\n\n\n\nHosted by  Brent Gordon and Keith Jordan Keith Jordan\, CPFA \n\nLunch Provided by: Texas Roadhouse\n\n\n\nWayPath Financial:  is a comprehensive financial planning firm specializing in helping business owners leverage their businesses to grow their net worth. We offer tailored services in business planning\, investment strategies\, financial planning\, and protection planning.  All designed with the unique needs of each business owner in mind.\n\n\n\nPresentation will focus on: \n\n\n\nMaximizing Retirement Plans\n\n\n	Types of qualified and non-qualified plans available to business owners\n	Understanding levels of tax benefits\n	Strategic plan design and structuring to enhance owner benefits\n\nTransitioning Your Business to the Next Generation\n\n\n	Exploring different ways to sell your business\n	Internal sale strategies and considerations\n	Business evaluation methods\n	Structuring your business sale for optimal outcome
X-ALT-DESC;FMTTYPE=text/html:<p><span style="font-size:16px\;"><span style="font-family:arial\;"><b>WayPath Financial&nbsp\;&nbsp\;</b>will be hosting A Lunch and Learn session at <strong>ACNM\, 6135 Edith Blvd NE\, ABQ NM 87107</strong></span></span><br />\n<br />\n<strong style="font-family: arial\; font-size: 16px\;">Hosted by&nbsp\;</strong><span style="font-family: arial\; font-size: 16px\;">&nbsp\;Brent Gordon and Keith Jordan&nbsp\;</span><strong style="font-family: arial\; font-size: 16px\;">Keith Jordan\, CPFA&nbsp\;</strong><br style="font-family: arial\; font-size: 16px\;" />\n<span style="font-family: arial\; font-size: 16px\;">Lunch Provided by:&nbsp\;</span><font color="#c22219" style="font-family: arial\; font-size: 16px\;"><span style="text-transform: capitalize\;">Texas Roadhouse</span></font><br />\n<br />\n<span style="font-size:16px\;"><span style="font-family:arial\;"><strong>WayPath Financial:&nbsp\;</strong>&nbsp\;is a comprehensive financial planning firm specializing in helping business owners leverage their businesses to grow their net worth. We offer tailored services in business planning\, investment strategies\, financial planning\, and protection planning. &nbsp\;All designed with the unique needs of each business owner in mind.</span><br />\n<br />\n<strong>Presentation will focus on:&nbsp\;<br />\n<br />\nMaximizing Retirement Plans</strong></span></p>\n\n<ul>\n	<li><span style="font-size:16px\;">Types of qualified and non-qualified plans available to business owners</span></li>\n	<li><span style="font-size:16px\;">Understanding levels of tax benefits</span></li>\n	<li><span style="font-size:16px\;">Strategic plan design and structuring to enhance owner benefits</span></li>\n</ul>\n<span style="font-size:16px\;"><strong>Transitioning Your Business to the Next Generation</strong></span>\n\n<ul>\n	<li><span style="font-size:16px\;">Exploring different ways to sell your business</span></li>\n	<li><span style="font-size:16px\;">Internal sale strategies and considerations</span></li>\n	<li><span style="font-size:16px\;">Business evaluation methods</span></li>\n	<li><span style="font-size:16px\;">Structuring your business sale for optimal outcome</span></li>\n</ul>\n
LOCATION:Associated Contractors of New Mexico 6135 Edith Blvd NE\, ABQ NM 87107
UID:e.9562.322
SEQUENCE:3
DTSTAMP:20260516T230735Z
URL:https://members.aconm.org/events/details/waypath-financial-lunch-and-learn-322
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