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:

Pre-ConNEXTion Conference Webcasts
 

  • January 

    • Student Elevator Speech Competition Training - The training is based on Terri Sjodin’s book “Small Message, Big Impact” – Terri Getman

    •  Strategies for Paying Down Student Loan Debt – Allison Hoyt

  • February

    • Legislative & Regulatory Update Impacting the Financial Services Profession - Finseca

  • March 

    • Optimizing Retirement Income by Combining Life Insurance with Investments – Steve Parrish & Wade Pfau

    • What You Need to Know in Advance of the ConNEXTion Conference – Tina Cowin
       

Land Programs Prior to Departure

Monday, March 28 
 
  • 4:00 – 6:00 pm Group Networking Dinner – East & Central

    • Location

  • 6:00-7:30 pm Group Networking Dinner – Mountain & Pacific

    • Location

Tuesday, March 29     Boarding Day Long Beach, CA
 

  • 7:30 – 10:30 am Elevator Speech Competition (12 hour – 36 slots)

Students are given 3 minutes to present their answer to the common employment question, “Tell me about yourself and what you offer a prospective employer.” The format is based on the pre-cruise webcast training by Terri Sjodin “Small Message, Big Impact”. Scholarships are awarded. This competition provides professionals insight into the career goals of the student attendees, thereby making each professional better aware of students s/he might like to approach for possible internships/jobs.

  • Judges:

  • 10:30 – 12:30 Program

    • Speaker(s): Finseca Sponsored

  • 1:00 – 3:00 pm Boarding

Sea

Tuesday, March 29 
   
  • 4:00 – 4:30 pm safety drill

  • 4:30 – 5:30 pm Welcome Gathering & Icebreaker

    • Location:

    • MC:

  • 5:30 – 7:30 pm Networking Dinner

  • 7:45 – 10:15 pm Career Exploration Competition Finalist Practice Sessions

    • Location:


Wednesday, March 30     Education at Sea 
 

  • 9:00 am Spouse & Guest Breakfast & Selection of Activities while students/professionals in conference

    • MC:

Professional & Student Programs

  • Location:

  • 8:30 – 9:20 am How to Develop Trust & Credibility with Clients

In this presentation a panel of successful advisors will share their secret to how they develop trust with clients - some who are much older than the advisor

  • Speaker(s): Kate & David Frank, Richard Linsday, Finseca

  • 9:30 – 10:20 am Behavioral Finance

    • Speaker: Michael Guillemette

  •  10:30 – 12:15 Professional Career Paths

Professionals describe their background and career paths. This interactive program provides students insight into numerous financial services career paths as well as identifies professionals a student might want to talk to in greater detail outside the program during the “informal education” at networking dinners and excursions.

  •  Coordination of Gathering/Distribution Bios Professionals & Students: Tina & Terri

  • Program MC:

  • 12:15 – 12:30 Top 5 Student Elevator Speech

Recap of the top 5 Elevator Speech.

  • 1:30 – 3:00pm Compensation Models

Panel will discuss the type of compensation models used in financial services and factors to consider in selecting a model.

  • Speaker(s): Jim Christian, Finseca

 

  • 3:00 – 5:30 pm Career Exploration Competition Presentations

The five finalist teams present the findings of their research on the financial service careers each explored. Scholarships are awarded  

  • Program PC:

  • Judges:

  • 5:30 -7:30 pm Networking Dinner – Career Table Night

    • Coordinator:
       

Thursday, March 31     Cabo San Lucas

 

  • Group Excursion

  • 3:30 – 5:00 Planning for a Military Family

    • Speaker: Jessie Dogillo

 

  • 5:00 – 5:30 pm Group Picture

    • Location:
       

Friday, April 1     Cabo San Lucas      

 

  • Group Excursion

  • 3:00 – 5:30 pm Young Couple Case Study

Experienced financial advisor role plays an interview with a young couple.  Audience participation encouraged. Once interview is complete 2 experts will educate audience on 2 specific financial topics commonly identified as goals by young couples. Once this is completed the client data is distributed to the audience and groups made up of professionals & students design a plan and then present and defend their proposed solutions.

  • Cast:

  • Topic & Speakers: Post-Secondary Education Funding Strategies – Gregg Schlaudecker

Life Insurance Foundation – Terri Getman

 

  • 5:30 -7:30 pm Networking Dinner
     

Saturday, April 2     Education at Sea
 

  • 9:00 am Spouse & Guest Breakfast & Selection of Activities while professionals/students in conference

    • MC:

Professional Programs

  • Location:

  • 8:30 – 12:30 Business Owner Case Study

Experienced financial advisor role plays an interview with a family business.  Audience participation encouraged. Once interview is complete a panel of experts will educate audience on 2 specific financial topics commonly identified as goals by business owners – business transition planning & retirement income planning. Once this is completed the client data is distributed to the audience and groups made up of professionals & students design a plan and then present and defend their proposed solutions.

  • Cast:

  • Moderator:  Andrew Rinn

  • Speakers: Kate & David Frank, Mike McGlothlin, Curtis Cloke, Don Graves

  • 1:30 – 3:00 pm Optional Recap & Planning Next Cruise

    • Location

  • 4:30 – 5:30 pm Group Farwell Gathering & Competition Winners Announced

    • Location:

    • MC:

  • 5:30 -7:30 pm Networking Dinner

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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.