COURSE CREDITS & HOURS
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:
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 TAKING ACTION: CREATING ALPHA AT THE INTERSECTION OF BUSINESS & LIFE ©
NEXT STEPS - YOUR ACTION PLAN FOR IMPLEMENTATION
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.
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 TAKING ACTION: CREATING ALPHA AT THE INTERSECTION OF BUSINESS & LIFE ©
NEXT STEPS - YOUR ACTION PLAN FOR IMPLEMENTATION
IMPORTANT INFORMATION
BIAS FREE CME - No Commercial Support was provided for this CME activity.
ITINERARY
*
PORTS OF CALL
PLEASE NOTE: To attend the conference or participate in conference events, participants, their families, and guests must book their cruise within the CEI meeting group through Continuing Education, Inc. This ensures our company can provide conference services and complimentary social amenities to all meeting participants and their guests. Thank you for your cooperation.
Register your interest and receive a full quote at 800-422-0711 (US/Can) or direct/int'l tel: +1-727-526-1571 or by registering online.
Register your interest and receive a full quote at 800-422-0711 (US/Can) or direct/int'l tel: +1-727-526-1571 or by registering online.
STATEROOM DETAILS
PRICING PER PERSON
Prices below are for the full cruise including meals and evening entertainment
Prices are Per Person, Double Occupancy, Subject to change.
3rd/4th in Stateroom - Call for Pricing
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 person 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 |
*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 conference.
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 conference.