$995
There is NO Course fee for 2nd attendee from same Family or Company
About:
Enhanced Solutions Advisors is a top wealth coaching and business consulting firm for entrepreneurs, investors, executives, and family offices. When I talk about Alpha, I am speaking about the difference that each and every one of you can make; not only in your own lives, but in the lives of others. Every one of us has inside us the potential to make a difference, an Alpha of their own.
My goal is to help each of you find yours and make it shine.
PROGRAM PURPOSE
Introduction to the Wealth Alpha™ Concept:
This workshop will take you through the steps necessary to achieve your own definition of success, to create your Wealth Alpha™. Those steps involve a dive into maximizing the value of your business via the Value Builder™ Freedom Workshop, defining what you want to achieve both personally and professionally: your goal setting. We then explore how the resources and assets you have at your disposal can most efficiently contribute to success.
Wealth Alpha™ is a combination of Business Strategy and Planning, Personal Holistic Financial Planning, and a dive into motivation and long term vision for the future.
You will leave with a workbook containing a personalized action plan for creating your own Wealth Alpha™ and fueling your dreams.
The Value Builder™ - Freedom Workshop
YOU STARTED YOUR BUSINESS FOR THE FREEDOM that comes with running your own company: the freedom to earn what you deserve, and to work for whoever you want, when you want, and from wherever you want. The challenge is that for many business owners the dream remains elusive. You'll learn:
How to recognize when you've fallen into The Owner's Trap and how to pull yourself out;
The 3 attributes of a scalable business model;
The one kind of revenue that can triple the value of your business;
The six forms of sustainable recurring revenue;
The 2 essential elements of your marketing plan you need in order to avoid commoditization;
The 1 question you need to ask customers to predict the likelihood that they will buy again.
GETTING YOUR MBA - MASTERING BUSINESS APPRECIATION
8 KEY THINGS THAT DRIVE THE VALUE OF YOUR BUSINESS MASTERING THE KEY DRIVERS OF YOUR BUSINESS VALUE
ARE YOU TOO BUSY WORKING IN YOUR BUSINESS TO WORK ON IT? CREATING YOUR WEALTH ALPHA™ - DEFINING PERSONAL SUCCESS
8 KEY FACTORS THAT DRIVE WEALTH ALPHA™ BRINGING IT ALL TOGETHER
WHAT NOW? ARE YOU LEAVING A LEGACY OR LABOR FOR YOUR HEIRS?
COMMON COSTLY PLANNING MISTAKES
IMPORTANT NOTE: All conferees, their families, and guests must book their cruise within the CEI meeting group through Continuing Education, Inc./University at Sea® at 800-422-0711 or by registering online. This ensures our company can provide conference services and complimentary social amenities to all meeting participants and their guests. Thank you for your cooperation.
Conference Sessions generally take place on days at sea (as itinerary allows), giving you plenty of time to enjoy your meals, evenings and ports of call with your companion, family and friends.
BIAS FREE CME - No Commercial Support was provided for this CME activity.
Faculty
Reneé Caputi, MBA, JD, LLM
Founder of Enhanced Solutions Advisors, LLC
Reneé is a trusted Advisor that provides consultative and advisory wealth planning to Cross-Border and US Entrepreneurs and Families. This includes coordinating the various specialty professionals needed for a tax, estate, or investment plan to ensure the best and most efficient structures and management are in place. She spearheads projects customized to help clients navigate the complex worlds of Income Taxation, Estate Taxation, Asset Protection, Succession Laws, and Family Dynamics. By making information more accessible, decision processes more transparent, and data more trackable she can help you Enhance your Alpha™.
She is a national speaker and educator on the topics of US and International Taxation, Asset Protection, Entrepreneurship, Estate Planning, Wealth Management, Considerations of Cross-Border Investing, and Business Topics like Mergers & Acquisitions, Strategic Management, and Due Diligence. Reneé is also co-founder of Virtus Technology Group, a cloud based decision support tool for Due Diligence in the Private Investment space.
Her international experience has taken her to multiple countries in Europe, Asia, and South America to work with clients on how to properly position themselves with their investments in the United States and throughout the world.
Reneé' is a member of the NY State Bar Association, American Bar Association, Family Office Institute, and supports Envision Broward of the United Way. She holds the NASD Series 7 - General Securities, Series 63 & 65 and Florida Life, Health, & Disability Licenses and is a NY Bar admitted attorney.
ITINERARY
DATE
PORT OF CALL
ARRIVE
DEPART
Sat Jul 06
Cape Liberty, NJ (New York, NY)
-
3:00 pm
Sun Jul 07
*At Sea - Cruising
-
-
Mon Jul 08
Bar Harbor, Maine, US
7:00 am
6:00 pm
Tue Jul 09
Saint John, New Brunswick
7:00 am
3:00 pm
Tue Jul 09
Halifax, Nova Scotia, Canada
9:00 am
6:00 pm
Wed Jul 10
*At Sea - Cruising
-
-
Fri Jul 12
Cape Liberty, NJ (New York, NY)
6:00 am
-
*Tentative course schedule, actual class times may differ.
PORTS OF CALL
Cape Liberty, NJ (New York, NY) - Cape Liberty Cruise Port is located on the New York Harbor in Bayonne, New Jersey, and is just seven miles from New York City and three miles from Newark Liberty International Airport. Its waterfront location and convenience to the Big Apple allows visitors easy access to everything New York City has to offer along with providing visitors access to the historic roots of Northern New Jersey. Convenient guest parking is located adjacent to the cruise terminal.
At Sea - Cruising - Cruising
Bar Harbor, Maine, US - Located on Mount Desert Island in Maine, Bar Harbor is the quintessential New England coastal town. This picturesque and charming town is full of scenic and walkable streets lined with restaurants and boutiques. Dining on lobster is a must, as is a scoop or two at one of the town’s homemade ice cream shops. Boat tours explore the waters and islands that surround Bar Harbor, with seasonal opportunities to see wildlife—including whales—and lighthouses along the way.
Saint John, New Brunswick - Founded by Loyalists escaping the Revolutionary War in 1785, Saint John has emerged as a thriving port city. Its restored historic waterfront and surrounding natural beauty have made Saint John a wonderful destination.
Halifax, Nova Scotia, Canada - Located on a rocky inlet on the Atlantic Ocean, Halifax—Nova Scotia’s provincial capital—is defined by its maritime geography. It's a spirited mix of world-class history and nautical-themed museums alongside bunkers and fortresses that guarded the harbor, plus striking public art and sights, funky shops and excellent pubs serving up folk music (and good pints).
Royal Caribbean's Adventure of the Seas
IMPORTANT NOTE: All conferees, their families, and guests must book their cruise within the CEI meeting group through Continuing Education, Inc./University at Sea® at 800-422-0711 or by registering online. This ensures our company can provide conference services and complimentary social amenities to all meeting participants and their guests. Thank you for your cooperation.
Prices below are for the full cruise including meals and evening entertainment
Balcony
Oceanview with Balcony (4D)
Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
Oceanview with Balcony (6D)
Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
BalconySpacious Oceanview with Balcony (1B) Two twin beds that convert to Royal King, private balcony, sitting area with sofa, vanity area and bathroom. Stateroom: 188 sq. ft. Balcony: 42 sq. ft
BalconyOceanview with Balcony (1D) Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
BalconySpacious Oceanview with Balcony (2B) Two twin beds that convert to Royal King, private balcony, sitting area with sofa, vanity area and bathroom. Stateroom: 188 sq. ft. Balcony: 42 sq. ft
BalconyOceanview with Balcony (2D) Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
BalconySpacious Oceanview with Balcony (3B) Two twin beds that convert to Royal King, private balcony, sitting area with sofa, vanity area and bathroom. Stateroom: 188 sq. ft. Balcony: 42 sq. ft
BalconyOceanview with Balcony (3D) Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
BalconySpacious Oceanview with Balcony (4B) Two twin beds that convert to Royal King, private balcony, sitting area with sofa, vanity area and bathroom. Stateroom: 188 sq. ft. Balcony: 42 sq. ft
BalconyOceanview with Balcony (5D) Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
BalconySpacious Oceanview with Balcony (6B) Two twin beds that convert to Royal King, private balcony, sitting area with sofa, vanity area and bathroom. Stateroom: 188 sq. ft. Balcony: 42 sq. ft
BalconyOceanview with Balcony (7D) Two twin beds that convert to Royal King, sitting area with sofa, private balcony and bathroom. Stateroom: 162 sq. ft. Balcony: 46 sq. ft.
OutsideUltra Spacious Oceanview (1K) Two twin beds that convert to Royal King, two Pullman beds in separate area, separate sitting area with sofa bed and bathroom. Stateroom: 328 sq. ft.
OutsideSpacious Panoramic Oceanview (1L) Two twin beds that convert to Royal King with an open bed frame. Double sofa bed. Wider entry door. Turning spaces. Lowered vanity with sitting area, closet rods and safe. Private bathroom with a wider door, roll-in shower, grab bars, fold-down shower seat, raised toilet and a lowered sink. Floor to ceiling wrap around panoramic window. Stateroom: 191 sq. ft.
InsidePromenade View Interior (1T) A view of the Royal Promenade with bowed windows, two twin beds that convert to Royal King and private bathroom. Stateroom: 167 sq. ft.
Suite/DeluxeGrand Suite - 1 Bedroom GS.Marble entry. Room has two twin beds that convert to Royal King, private balcony, sitting area with double sofa bed and bathroom with tub. Stateroom: 381 sq. ft. Balcony: 95 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeGrand Suite - 2 Bedrooms GT.Two bedrooms with two twin beds that convert to Royal King (one room with third and fourth Pullman beds), balcony, two bathrooms (one with tub) and living area with double sofa bed. Stateroom: 610 sq. ft. Balcony: 234 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeJunior Suite with Balcony J3.Two twin beds that convert to Royal King, private balcony, sitting area with sofa and bathroom with tub. Stateroom: 277 sq. ft. Balcony: 50 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeJunior Suite with Balcony J4.Two twin beds that convert to Royal King, private balcony, sitting area with sofa and bathroom with tub. Stateroom: 277 sq. ft. Balcony: 50 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeOwner's Suite - 1 Bedroom OS.Marble entry with door bell. Queen-size bed, bathroom with tub. Separate living area with a queen-size sofa bed. Stateroom: 506 sq. ft. Balcony: 64 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeRoyal Suite with Balcony RS.Grand entrance with doorbell. Bedroom with king-size bed, and private bathroom with tub, private balcony with whirlpool, living room with queen-size sofa bed and baby grand piano. Stateroom: 1,188 sq. ft. Balcony 170 sq. ft.
Agent will check for lower promo pricing at the time of booking
Suite/DeluxeOceanview Panoramic Suite (No Balcony) VP.Two twin beds that convert to Royal King. Curtained section with bunk beds. Living area with double sofa bed, vanity and sitting area. One and a half baths with shower. Floor to ceiling wrap around panoramic windows. Stateroom: 406 sq. ft.
Agent will check for lower promo pricing at the time of booking
Prices are Per Person, Double Occupancy, Subject to change.
3rd/4th in Stateroom - Call for Pricing
Port Charges, Taxes & Fees $331.20 per person.
Deposit $250.00 per person
Course Fee Cancellation Policy: 30+ days before sailing date - 75% Refund ; 7-29 days before sailing date - 50% Refund; Less than 7 days before sailing date - No Refund
Cruise Cancellation Policy: Cancellation policies vary by cruise line, destination and sailing date. Please check with one of our agents for policies applicable to this cruise.
* COMPETITIVE PRICING PROMISE: While we are not a 'cruise discounter,' we will match any price offered by the cruise line, directly to the general public, at the time of booking. This offers includes many short-term, promotional rates. All cruise line rates can be withdrawn by the cruise line at any time and are capacity controlled.
PRICING SUBJECT TO CHANGE: Although subject to change at any time, the listed prices are generally available up to about 90 days before sailing; at that time they convert to typically higher, market rates. Rates offered directly by the cruise line and quoted by our agents are also subject to change at any time, can be withdrawn at any time and are capacity controlled.
CANCELLATION PENALTY POLICY WILL APPLY: Cancellation policies vary by cruise line, itinerary and length of cruise. When reserving your stateroom, please review the policy applicable to this cruise with our staff. We strongly recommend Travel Insurance to cover the unexpected.
FUEL SUPPLEMENT: Cruiselines may implement a fuel surcharge depending on the price of crude oil.
Chubb Travel Protection Overview
Please note, this insurance protection is available to the residents of the United States only, that coverage limits are per personm and that limits can vary by State.
Standard Plan Benefits
Travel Basics
Travel Essentials
Travel Choice
Trip Cancellation
100% of Trip Costs ($100,000 maximum)
100% of Trip Costs ($100,000 maximum)
100% of Trip Costs ($100,000 maximum)
Trip Interruption
100% of Trip Costs ($100,000 maximum)
150% of Trip Costs ($150,000 maximum)
150% of Trip Costs ($150,000 maximum)
Trip Interruption - Return Air Only
$500
$750
$1,000
Trip Delay
$500 ($100 per day)
$750 ($150 per day)
$1,000 ($200 per day)
Missed Connection
NA
$250
$500
Baggage & Personal Effects
$750 ($50 deductible)
$1,000
$2,500
Baggage Delay
$200
$300
$500
Accident & Sickness Medical Expense*
$15,000 ($50 deductible)
$25,000
$50,000
Emergency Evacuation & Repatriation of Remains
$150,000
$500,000
$1,000,000
Accidental Death & Dismemberment
NA
$10,000
$50,000
Assistance Services
Included
Included
Included
Additional Benefits (if purchased within 15 days of Initial Trip Payment; Day 1 is the date the Intial Trip Payment is made)
Pre-Existing Medical Condition Exclusion Waiver
Included
Included
Included
Trip Cancellation/ Interruption due to Financial Default
Included
Included
Included
Accident Sickness Medical Expense
Excess Coverage
Primary Coverage
Primary Coverage
Baggage & Personal Effects
Excess Coverage
Excess Coverage
Primary Coverage
Flight Accident
$25,000
$50,000
NA
Missed Connection
NA
Additional $250
Included in base plan
Optional Benefits (if selected byt the Applicant and required premium is paid)
Medical Coverage Upgrade
Included in base plan
Included in base plan
Additional $50,000
including Emergency Evacuation*
Additional $150,000
Additional $500,000
Included in base plan
Car Rental Collision Coverage
$35,000 ($250 Deductible)
$35,000 ($250 Deductible)
$35,000 ($250 Deductible)
Flight Accident
Amount selected up to $500,000
Amount selected up to $500,000
NA
*Coverage, pricing and availability may vary by state *Additional Benefits change not available for CA, CO, KS, MN, MO, MT, NH, NY, PA, TX or WA residents at this time.
Questions?
Call us at 800.422.0711 (US & Canada)
Or +1-727-526-1571
We can assist you with all your travel arrangements. We'd be happy to help you plan your flights, hotels or tours before and/or after your cruise conference.
