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Educational Sessions

This cruise will provide a one-of-a-kind educational experience featuring a blend of practical and technical topics. Several of the technical educational programs will be delivered by video prior to cruise departure. These webcasts will be posted on the "Webcast Series" page of this website and must be viewed prior to cruise departure because they are the background to the case studies which will serve as an interactive training program during the cruise.

In addition to the case studies, the cruise hosts several programs designed to provide students and newer advisors insight into the numerous holistic financial advisory professions.

Cruise Educational Programs

Saturday, February 24    Departure Date
  • 1:30pm: Welcome & Introductions for All Attendees

  • 2:00pm: Spouse/Guest Program

  • 2:00pm - 6:30pm: Programs for Students, Professors & Professionals

    • Student Elevator Speech Competition

    • Speed Interview Ice Breaker

 
Sunday, February 25     Full Day at Sea
Spouse & Guest Program
  • 8:00am - 10:30am: Career Competition - All Attendees Except Finalist Teams & Their Professors 

  • 10:30am - 12:30pm: Programs for Students, Professors & Professionals

    • Lessons of Experience: Working with People of Different Backgrounds

    • Case Study Teams Revealed

  • 2:00pm - 3:00pm: Program for All Interested Attendees

    • CPR & Defibrillator Training​

  • 3:00pm - 6:00pm: Programs for Students, Professors & Professionals

    • Office & Dining Etiquette

    • Lay of the Land: Points of Entry into Financial Services

  • 7:30pm: Required Formal Dinner - Career Table Night: Multi-Lines/Insurance, Holistic Planning/Para Planners, Back Office Operational, CPA/Legal

Monday, February 26     Barbados (7:00am - 6:00pm)

  • 4:00pm - 5:00pm: Debrief Career Competition - Professionals Only

  • 5:00pm - 6:30pm: Programs Students, Professors & Professionals

    • What Financial Advisors Should Know About Substance Abuse

    • Life Insurance Beneficiaries – Per Capita vs Per Stirpes: Is It Really That Clear

Tuesday, February 27     Trinidad (9:00am - 6:00pm)

  • 7:30am - 9:00am: Breakfast Educational Programs

    • Disability Income: The Talk

    • Reverse Mortgage

  • 5:00pm - 6:30pm: Programs Students, Professors & Professionals

    • Asset Protection Boot Camp

    • Professor TED Talk

Wednesday, February 28     Tobago (8:00am - 5:00pm)

  • 7:30am - 9:00am: Breakfast Educational Programs

    • What Women Should Know About a Career in Financial Services

    • Planning Beyond Investments: Social Styles

  • 5:00pm - 6:30pm: Programs Students, Professors & Professionals

    • Program - Lessons Learned from Strategic Coach​

    • Professor TED Talk

Thursday, February 29     St. Lucia (7:00am - 4:00pm)

  • 4:00pm - 5:30pm: Programs Students, Professors & Professionals

    • Teams Present Case Study Solutions​

Friday, March 1     St. Maarten (9:00am - 5:00pm)

  • 7:30am - 9:00am: Breakfast Educational Programs

    • ABC of IUL

    • Planning Beyond Investments: Value Based Planning

  • 7:30pm: Required Group Dinner

Meet Our Speakers

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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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