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
