
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
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Careers in Holistic Financial Planning – Jim C, Lisa, Jessica
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Careers in P & C & Financial Advisor Support – Stewart, Shawn, Erin, Corey
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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
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9:00 Optional gathering of spouses & guests for coffee & breakfast
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8:00 – 12:30 Mandatory Educational Programs
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8:00 – 8:15 Introductions
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8:15 – 9:00 Building & Protecting Your Online Presence - Samara Postuma
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9:00 – 9:10 Break
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9:10 – 9:40 Disability Insurance - Corey Anderson
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9:40 – 10:10 Crucial Conversations Clients Avoid, But Advisors Can’t Afford To Miss - Cheryl Canzanella
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10:10 – 10:20 Break
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10:20 – 11:00 Foundations of Long-Term Care - Shawn Britt
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11:00 – 11:15 Pro(fessional) Tips - Nicholas Kilmer
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11:15 – 12:00 Early Career Challenges, Lessons Learned, Recommendations for Those Starting Careers (Nick – host) - Kade, Jessica, Erin, Stewart
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12:00 – 12:10 Break
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12:10 – 1:00 How to Advocate for Yourself as a New Graduate in the Professional Workspace - Nicolette Nadolny
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2:00 – 12:30 Optional Advanced Educational Programs
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2:30 – 3:15 Long-Term Care in Business Setting - Shawn Britt
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3:15 – 3:30 Break
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3:30 – 4:15 Roth Tax Calculation: Are You Sure You Have it Right? - Roccy DeFrancesco
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4:15 – 4:30 Break
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4:30 – 5:00 Trump Account: The New Kid on the Block - Terri Getman
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7:30 Required Group Dinner Main Dining
February 28 – Saturday Education at Sea
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9:00 Optional gathering of spouses & guests for coffee & breakfast
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1:00 – 1:45 Public Speaking Importance and Tips - Rose Darensberg
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1:45 – 2:00 Break
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2:00 – 2:30 Building & Maintaining Trust - Jim Christian
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2:30 – 3:00 Estate Documents Every Young Person Should Consider - Lisa Young
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3:00 – 3:15 Break
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3:15 – 4:00 How to Conquer Your Student Loan Debt - Allison Hiber
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6:30 – 7:30 Cocktail Awards Reception
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7:30 Required Group Farwell Dinner
March 1 – Sunday Departure to Miami Airport
