Business University 

Objective education and course textbook

This course is for educational purposes only. this is a 3-day course, unlike financial seminars that focus on a specific topic, Business U is a comprehensive course to help you see the big picture. You’ll receive an in-depth course workbook with important information about business planning concepts and tools. The workbook is designed to follow the curriculum and serve as a reference tool in years to come.

By gaining relevant insight about important business and financial concepts, you will become an advocate for your own needs and be better positioned to utilize the expertise of your existing team of advisors. This course is intended to provide you with the stepping stones to move forward on a path to accomplishing your personal objectives.

Optional consultation

If you have any questions personal to your specific business, you may arrange a private meeting after the course is complete. This no-obligation consultation is complimentary for class attendees and is not required. An estimated value report can be provided. This is an estimated value of your business that can be used for buy-sell strategies, exit and transition strategies, estate planning and retirement analysis.1

About Our Speakers:

Kim Luthy, CFP®, CDFA®, CFS, CLTC

Kim is a Senior Financial Advisor with Allied Wealth Partners celebrating her 30th year dedicated to empowering clients to control their own destiny. She is a Certified Financial Planner (CFP® ). Kim is also a Certified Fund Specialist (CFS), Certified in Long Term Care (CLTC), a certified Divorce Financial Analyst (CDFA® ) and is a registered representative holding her life, accident, health and long-term care insurance licenses in multiple states. Kim is a member of a national organization called the Financial Education Network. She teaches pre-retirement and retirement planning courses at local colleges, schools and libraries to 50-70 year olds.

Rosanne S. DeTorres, ESQ 

Ms. DeTorres is the managing partner and co-founder of DeTorres & DeGeorge Family Law with offices in Morristown and Flemington, New Jersey. D|D is a boutique law firm specializing in divorce and family law. What makes Rosanne an expert in business law and how to protect a business from the pitfalls associated with ownership is how she quadrupled the size of her firm in 5 years. As an experienced entrepreneur, Rosanne is well informed on all legal aspects of business ownership and organization. She will share case studies and action steps that can be taken to reposition an organization operationally, financially and through marketing for hyper growth.

Maria T. Rollins, CPA, MST

Maria T. Rollins, CPA, MST, is KRS CPAs’ Managing Partner responsible for guiding the growth and governance of the firm. She leads a very successful Business Development team, Business Insights Breakfasts and marketing efforts, and leads practice management and staff selection and development. Under Maria’s leadership, KRS has developed deep relationships with other local businesses and professional firms as well as within the community, all of which have furthered the firm’s growth. Maria manages KRS firm’s tax practice and spearheads the handling of regulatory and compliance matters arising from state, federal, and industry oversight. With 20+ years of public accounting experience, Maria brings her clients extensive knowledge in the complex art of tax planning and compliance, plus an arsenal of proven strategies

*Registration for this seminar is facilitated by Constant Contact and PayPal. Allied Wealth Partners and Kim Luthy or any affiliate does not control this site. Protection of your privacy will be governed by the privacy policy at that site.

1Please Note: The estimated value report shall not be used for any purpose with state and/or federal taxing or other authorities. It is not to be used to establish that a value is intended to be legally exact and/or having a binding legal effect or to determine adequate (as opposed to minimum) levels of life or business insurance coverage. The estimated valuation is not to be relied upon for purposes of the sale of Client's business, calculating estate or gift tax obligations, calculating Income tax obligations and other taxes or any other purpose requiring a precise or definitive valuation.

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit. Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender periods.

Many of the topics that we will discuss in this course have financial, legal, and tax implications. The information is not intended to be specific business. Rather it is intended to be of a general nature. Please understand that none of the information should be construed as tax or legal advice.

Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 2056868 DOFU 03-2018

Allied Wealth Partners and Securian Financial Services, Inc. are not affiliated with Maria T. Rollins, KRS CPAs, Rosanne S. DeTorres or DeTorres and DeGeorge Family Law.

Registration Coming Soon!