If you have questions, please contact:

Terri Getman (800)869-1327 #230 

tgchfc@gmail.com

© 2023 by Financial Connextion Cruise

Jim Gasaway (269)324-0080
jgasaway@gasawayinvestments.com

Proudly created with wix.com

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:

Monday, March 16     Boarding Day - Fort Lauderdale

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

Tuesday, March 17     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

Wednesday, March 18     George Town, Grand Cayman 

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

Thursday, March 19     Cozumel, Mexico

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

Saturday, March 21     Departure Day - Fort Lauderdale

* Based on cruise program, subject to change

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