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Educational Sessions

February 22 – Sunday - Departure Date

8:00 -10:00 Student Job Pitch Competition

10:00 – 11:30 Introductions

1:15 - 2:30 Ship Tour & Lunch

2:30 - 3:50 Ice Breaker   

5:15 – 7:00 Job Pitch Feedback & Career Competition Technology Check-in 

7:30 Required Group Dinner 

9:00 – 10:00 Why Him, Why Her  Personality Traits - Gary Flotron

9:00 - 10:00 (optional fun program)

 

February 23 – Monday – CoCo Cay Fun Day

 

February 24 -Tuesday Full Day at Sea – Career Competition Day at Sea

9:30 -12:00 Career Competition Presentations

3:30-5:00 Feedback Career Competition

3:30 - 3:45 Texas Tech

3:45 - 4:00 Texas A & M

4:15 - 4:30 University of Mo – St. Louis

4:30 - 4:45 Kansas State

4:45 - 5:00 Slippery Rock

7:30 Required Formal Group Dinner, Group Picture & Career Tables

  • Careers in Holistic Financial Planning – Jim C, Lisa,  Jessica

  • Careers in P & C & Financial Advisor Support – Stewart, Shawn, Erin, Corey

  • Financial Service Careers Using Legal/CPA Training – Terri, Allison, Roccy

 

February 25 – Wednesday San Juan

 

February 26 – Thursday St. Thomas

 

February 27 – Friday Education at Sea

  • 9:00 Optional gathering of spouses & guests for coffee & breakfast

  • 8:00 – 12:30 Mandatory Educational Programs 

  • 8:00 – 8:15 Introductions

  • 8:15 – 9:00 Building & Protecting Your Online Presence - Samara Postuma

  • 9:00 – 9:10 Break

  • 9:10 – 9:40 Disability Insurance - Corey Anderson

  • 9:40 – 10:10 Crucial Conversations Clients Avoid, But Advisors Can’t Afford To Miss - Cheryl Canzanella

  • 10:10 – 10:20 Break

  • 10:20 – 11:00 Foundations of Long-Term Care - Shawn Britt

  • 11:00 – 11:15 Pro(fessional) Tips - Nicholas Kilmer

  • 11:15 – 12:00 Early Career Challenges, Lessons Learned, Recommendations for Those Starting Careers (Nick – host) - Kade, Jessica, Erin, Stewart

  • 12:00 – 12:10 Break

  • 12:10 – 1:00 How to Advocate for Yourself as a New Graduate in the Professional Workspace  - Nicolette Nadolny

  • 2:00 – 12:30 Optional Advanced Educational Programs 

  • 2:30 – 3:15 Long-Term Care in Business Setting - Shawn Britt

  • 3:15 – 3:30 Break

  • 3:30 – 4:15 Roth Tax Calculation: Are You Sure You Have it Right? - Roccy DeFrancesco

  • 4:15 – 4:30 Break

  • 4:30 – 5:00 Trump Account: The New Kid on the Block - Terri Getman

  • 7:30 Required Group Dinner Main Dining

 

February 28 – Saturday Education at Sea

  • 9:00 Optional gathering of spouses & guests for coffee & breakfast 

  • 1:00 – 1:45 Public Speaking Importance and Tips - Rose Darensberg

  • 1:45 – 2:00 Break

  • 2:00 – 2:30 Building & Maintaining Trust - Jim Christian

  • 2:30 – 3:00 Estate Documents Every Young Person Should Consider - Lisa Young

  • 3:00 – 3:15 Break

  • 3:15 – 4:00 How to Conquer Your Student Loan Debt - Allison Hiber

  • 6:30 – 7:30 Cocktail Awards Reception 

  • 7:30 Required Group Farwell Dinner 

 

March 1 – Sunday Departure to Miami Airport

If you have questions, please contact:

Terri Getman (800) 869-1327

tgchfc@gmail.com

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