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

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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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Monday, September 13   Inside Passage (Cruising), Canada  

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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Tuesday, September 14     Sitka, Alaska 

Sightseeing from 9:00 AM - 6:00 PM

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Wednesday, September 15     Juneau, Alaska 

Sightseeing from 7:00 AM - 8:30 PM

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Thursday, September 16     Skagway, Alaska 

Sightseeing from 7:00 AM - 3:00 PM

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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

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Saturday, September 18     Tracy Arm Fjord (Cruising), Alaska

Sightseeing from 7:00 AM - 10:00 AM

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Sunday, September 19     - Cruising

1:30 – 3:00 – Optional Recap & Planning Next Cruise4:30 – 5:30pm Group Farwell Cocktail & Contest Winners Announced

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Monday, September 20     Departure Day - Vancouver, BC

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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.