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:
Sunday, September 12 Boarding Day - Vancouver
8:00 – 9:30 Elevator Speech Contest - Hotel
9:30–12:00 Communicating Effectively w/ Myers Briggs Personality Styles
8:00pm – 9:30 Career Exploration Competition Practice Sessions
Monday, September 13 Inside Passage (Cruising), Canada
Cruise Education
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
Tuesday, September 14 Sitka, Alaska
Sightseeing from 9:00 AM - 6:00 PM
Wednesday, September 15 Juneau, Alaska
Sightseeing from 7:00 AM - 8:30 PM
Thursday, September 16 Skagway, Alaska
Sightseeing from 7:00 AM - 3:00 PM
Friday, September 17 Haines, Alaska
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 – 3:30 Insurance Needs & Special Needs Planning – Case Study Introduction
In Port From 5:00 PM - 10:00 PM
Saturday, September 18 Tracy Arm Fjord (Cruising), Alaska
Sightseeing from 7:00 AM - 10:00 AM
Sunday, September 19 - Cruising
1:30 – 3:00 – Optional Recap & Planning Next Cruise4:30 – 5:30pm Group Farwell Cocktail & Contest Winners Announced
Monday, September 20 Departure Day - Vancouver, BC
* Based on cruise program, subject to change
