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Educational Sessions

This cruise will provide a one of a kind educational experience featuring a blend of practice management and technical topics taught by leaders in the financial services industry.

Educational Sessions:

Pre-ConNEXTion Conference Webcasts

  • October

    • Careers in Insurance/Planning: It's Not All About Sales - Panel

      • October 19, 2022 - 10:00 am Eastern, Hosted by Olivet College​

      • It's estimated that the insurance industry employs 2.6 million people in the US. What do all these people do? Some jobs are specific only to insurance, such as actuaries, underwriters, and claims. Other positions can be found in all kinds of industries. Functions like marketing, technology, and customer service representatives can be found in other industries, but they play integral roles in making the insurance industry function. Come listen to a panel of recent graduates discuss how they are pursuing careers in insurance that doesn't involve sales. 

  • November

    • How to Walk in Heels - Bonnie Godsman, CPBC

      • November 10, 2022 - 6:30 pm Eastern, Hosted by University of Akron​

      • In this female-focused presentation, Bonnie will share some insights and experience specifically targeted at being a woman in the financial services industry. She will challenge you to sharpen your female mindset and focus on some tangible takeaways that will leave you empowered & prepared to navigate a successful career in our noble profession.

    • Many Structures of Client Facing Careers in Financial Planning - Panel

  • January

    • You Need to Suffer to Achieve Success​ - Reuben Chen

  • February 

    • Kate and David Frank​

Land Programs Prior to Departure

*Itinerary is subject to change.

Saturday, February 25   Departure from Galveston, Texas
 
  • 8:00 - 10:30 am  :  Student Elevator Speech Contest

  • 10:30 - 11:30 am  :  Strategies to Approaching the Business Market

  • 12:00 - 3:00 pm  :  Bus to Galveston & Boarding of Ship

Cruise Progams

Saturday, February 25    Boarding Day
  • 4:00 - 5:30 pm  :  Welcome Gathering & Icebreaker

  • 5:30 - 7:30 pm :  Networking Dinner

  • 7:30 - 10:00 pm  :  Practice Sessions for Career Exploration Competition (Finalists Only)

  • Evening  :  Enjoy the Cruise Entertainment

 
Sunday, February 26     Education at Sea 
 
  • 9:00 am Spouse & Guests - Main Dining - Program Selected from Ship Schedule

  • 8:00 - 9:00 am  :  Introduction to Financial Security Profession (Student/Professor Only Program)

  • 9:10 - 10:10 am  :  Creating Your LinkedIn Profile

  • 10:20 - 11:20 am  :  Building A Social Media Following

  • 11:30 - 12:30 pm  :  Legislative Update

  • 2:30 - 5:00 pm  :  Career Exploration Competition

  • 5:15 - 5:30 pm  :  Group Picture

  • 5:30 - 7:30 pm  :  Networking Dinner

  • Evening  :  Enjoy the Cruise Entertainment

Monday, February 27   Puerto Costa Maya, Mexico

Find ancient Maya ruins and mysterious jungles, as well as private beach clubs and trendy restaurants— all in one place. It’s 250 square miles of paradise packed with entertainment and history, all just 30 miles south of Cancun. The Great Maya Reef just off the coast is the second largest in the world— it’s a must-snorkel spot. For a culture fix, head to the Kohunlick ruins to see the famous Temple of the Masks. 

  • Optional Group Excursion

  • 10:00 - 11:30 am  :  Women in Financial Security Professions (Women Only Program)

  • 5:30 - 7:30 pm  :  Networking Dinner

  • Evening - Enjoy the Cruise Entertainment

Tuesday, February 28   Cozumel, Mexico      

With its lively tropical reefs, crystal-clear waters and ancient ruins, Cozumel is ripe for one-of-a-kind adventures. Head to Chankanaab National Park, where you can snorkel among the colorful reefs and schools of tropical fish that give this island its premier diving status. Or travel back in time on an adventure through the towering Maya ruins of Tulum. When you’re done exploring, unwind with a beachside massage at Playa Mia. From culture savoring to soaking up sunshine, you’ll find a world of adventure waiting for you in Cozumel.

  • Optional Group Excursion

  • 5:30 - 7:30 pm  :  Networking Dinner

  • Evening - Enjoy the Cruise Entertainment

Wednesday, March 1  Education at Sea
 

Breakout Sessions

  • 10:00 - 11:00 am 

    • How Young Advisors Build Trust & Credibility

    • Long-Term Care: What You Need to Know NOW

  • 11:10 - 12:10 pm

    • Panel on Client Advice Support Roles​

    • Panel on Developing Centers of Influence

  • 1:30 - 2:30 pm

    • Panel on Client Facing Roles​

    • Organizing Financial Affairs

  • 2:40 - 3:40 pm

    • Pearls of Wisdom​

    • Top 10 Things to Know About Disability Coverage

  • 4:00 - 4:30 pm  :  Debrief (Student Required)

  • 4:30 - 5:30 pm  :  Awards Cocktail Hour

  • 5:30 - 7:30 pm  :  Networking Dinner

  • Evening - Enjoy the Cruise Entertainment

Thursday, March 2  Arrival

  • Galveston, Texas

    • Arrives at 7:00 AM

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NOTE: Please note that while the sessions will be very educational, we do not plan to get them approved for Continuing Education credit.  
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