WayPath Financial LUNCH AND LEARN
Date and Time
Tuesday Oct 21, 2025
11:30 AM - 1:00 PM MDT
Date: Monday, October 21, 2025
Time: 11:30 AM
Location: Associated Contractors of New Mexico
6135 Edith Blvd NE, Albuquerque, NM 87107
Location
Associated Contractors of New Mexico
6135 Edith Blvd NE,
ABQ NM 87107
Fees/Admission
Free Event for ACNM Members
Contact Information
Keith Jordan, CPFA®
Financial Planner
C (505) 306-0919
F (505) 492-2278
keithjordan@financialguide.com
Send Email
Description
WayPath Financial will be hosting A Lunch and Learn session at ACNM, 6135 Edith Blvd NE, ABQ NM 87107
Hosted by Brent Gordon and Keith Jordan Keith Jordan, CPFA
Lunch Provided by: Texas Roadhouse
WayPath 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.
Presentation will focus on:
Maximizing Retirement Plans
- Types of qualified and non-qualified plans available to business owners
- Understanding levels of tax benefits
- Strategic plan design and structuring to enhance owner benefits
- Exploring different ways to sell your business
- Internal sale strategies and considerations
- Business evaluation methods
- Structuring your business sale for optimal outcome
