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:

Monday, March 16     Boarding Day - Fort Lauderdale

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8:00 – 9:30 Elevator Speech Contest - Hotel

9:30–12:00 Communicating Effectively w/ Myers Briggs Personality Styles

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8:00pm – 9:30 Career Exploration Competition Practice Sessions

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Tuesday, March 17     Cruise Education

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8:30 - 9:30am – Selection of Business Models
9:30 -10:30am Rainmaking
10:30 - 12:30pm Professional Career Paths
3:00 – 5:00pm Career Exploration Competition
5:30 – 6:00 Group Picture

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Wednesday, March 18     George Town, Grand Cayman 

3:30 – 5:30 Insurance Needs & Special Needs Planning – Case Study Introduction
 

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Thursday, March 19     Cozumel, Mexico

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Friday, March 20     Cruise Education

8:30 – 11:30am – Planning the Retirement & Transition of the Business Owner
11:45 – 12:30pm – Using Public Records to Know Your Client
1:30 – 3:00 – Optional Recap & Planning Next Cruise
4:30 – 5:30pm Group Farwell Cocktail & Contest Winners Announced

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Saturday, March 21     Departure Day - Fort Lauderdale

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* Based on cruise program, subject to change

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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.