COURSE FEES
There is NO Course fee for 2nd attendee from same Family or Company
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.
PROGRAM TOPICS
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.
TAKING ACTION: CREATING ALPHA AT THE INTERSECTION OF BUSINESS & LIFE © NEXT STEPS - YOUR ACTION PLAN FOR IMPLEMENTATION
IMPORTANT INFORMATION
Faculty
Reneé Caputi, MBA, JD, LLM
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.
Accreditation
Cruise Itinerary
| DATE | PORT OF CALL | ARRIVE | DEPART |
|---|---|---|---|
| Saturday, July 6 | Cape Liberty, NJ (New York, NY) |
- | 3:00 pm |
| Sunday, July 7 | *At Sea - Cruising |
- | - |
| Monday, July 8 | Bar Harbor, Maine, US |
7:00 am | 6:00 pm |
| Tuesday, July 9 | Saint John, New Brunswick |
7:00 am | 3:00 pm |
| Tuesday, July 9 | Halifax, Nova Scotia, Canada |
9:00 am | 6:00 pm |
| Wednesday, July 10 | *At Sea - Cruising |
- | - |
| Friday, July 12 | Cape Liberty, NJ (New York, NY) |
6:00 am | - |
Ports of Call
Cape Liberty, NJ (New York, NY)
At Sea - Cruising
Bar Harbor, Maine, US
Saint John, New Brunswick
The main attraction is a natural curiosity: the Reversing Falls Rapids, where the mighty Bay of Fundy tide collides with the Saint John River, forcing it to flow backward. While not a traditional waterfall, it’s a compelling display of nature’s power. For a taste of local life, head to the Saint John City Market, the oldest continuing farmer’s market in Canada. Its distinctive roof, resembling an inverted ship’s hull, shelters vendors selling everything from fresh seafood and local produce to artisanal crafts.
Saint John is best appreciated on foot. Stroll along Prince William Street to admire the historic streetscape, explore the independent shops and galleries, and enjoy a local craft beer. It’s a port for those who appreciate history, architecture, and a genuine sense of place without the crowds of a major metropolis.
Halifax, Nova Scotia, Canada
A short walk from the piers, the Maritime Museum of the Atlantic offers compelling exhibits that connect directly to the city’s soul. Its collection includes poignant artifacts from the Titanic disaster—as Halifax was the primary recovery base—and a moving account of the catastrophic 1917 Halifax Explosion. This is not a trivial museum; it’s a powerful look into the events that shaped the North Atlantic.
For a commanding view and a dose of military history, a steady uphill walk leads to the Halifax Citadel National Historic Site. This star-shaped fort has guarded the harbor for centuries. The noon gun is a daily tradition, and the costumed interpreters portraying the 78th Highlanders bring the past to life. Back at sea level, the Victorian-era Public Gardens offer a serene and beautifully maintained contrast to the bustling waterfront.
While the iconic Peggy’s Cove lighthouse is a popular excursion, Halifax itself offers more than enough to fill a day. The city’s appeal lies in its blend of significant history, a lively but relaxed pub culture, and a genuine, unpretentious welcome.
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.
PLEASE NOTE: To attend the conference, participants must book their cruise accommodations through University at Sea®. This ensures we can provide full conference services and complimentary social amenities to meeting participants and guests. Participants' family and friends are welcome to book within our group allotment and take advantage of our typically excellent rates.
Request a Quote online or by voice at 800-525-9696 (US/Can) or direct/int'l tel +1-727-526-1571.
Prices below are for the full cruise including meals and evening entertainment
Suites
Suite/Deluxe
Royal 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. 800-525-9696
for Pricing
Suite/Deluxe
Owner'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. 800-525-9696
for Pricing
Suite/Deluxe
Grand 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. 800-525-9696
for Pricing
Suite/Deluxe
Grand 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. 800-525-9696
for Pricing
Suite/Deluxe
Junior 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. 800-525-9696
for Pricing
Suite/Deluxe
Junior 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. 800-525-9696
for Pricing
Suite/Deluxe
Oceanview 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. 800-525-9696
for Pricing
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.
Balcony
Spacious 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 800-525-9696
for Pricing
Balcony
Spacious 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 800-525-9696
for Pricing
Balcony
Spacious 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 800-525-9696
for Pricing
Balcony
Spacious 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 800-525-9696
for Pricing
Balcony
Spacious 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 800-525-9696
for Pricing
Balcony
Oceanview 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. 800-525-9696
for Pricing
Balcony
Oceanview 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. 800-525-9696
for Pricing
Balcony
Oceanview 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. 800-525-9696
for Pricing
Balcony
Oceanview 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. 800-525-9696
for Pricing
Balcony
Oceanview 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. 800-525-9696
for Pricing
Outside
Oceanview Stateroom (8N)Two twin beds that convert to Royal King and private bathroom. Stateroom: 161 sq. ft.
Outside
Ultra 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. 800-525-9696
for Pricing
Outside
Spacious Oceanview 1M.
Two twin beds that convert to Royal King, sitting area with sofa, vanity area and bathroom. Stateroom: 211 sq. ft. 800-525-9696
for Pricing
Outside
Spacious Oceanview 4M.
Two twin beds that convert to Royal King, sitting area with sofa, vanity area and bathroom. Stateroom: 211 sq. ft. 800-525-9696
for Pricing
Outside
Spacious 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. 800-525-9696
for Pricing
Outside
Oceanview Stateroom 1N.
Two twin beds that convert to Royal King and private bathroom. Stateroom: 161 sq. ft. 800-525-9696
for Pricing
Outside
Oceanview Stateroom 2N.
Two twin beds that convert to Royal King and private bathroom. Stateroom: 161 sq. ft. 800-525-9696
for Pricing
Outside
Oceanview Stateroom 3N.
Two twin beds that convert to Royal King and private bathroom. Stateroom: 161 sq. ft. 800-525-9696
for Pricing
Inside
Interior Stateroom (6V)Two twin beds that convert to Royal King sitting area with sofa, vanity area, and bathroom. Stateroom: 151 sq. ft.
Inside
Promenade 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. 800-525-9696
for Pricing
Inside
Interior Stateroom 1V.
Two twin beds that convert to Royal King sitting area with sofa, vanity area, and bathroom. Stateroom: 151 sq. ft. 800-525-9696
for Pricing
Inside
Interior Stateroom 2V.
Two twin beds that convert to Royal King sitting area with sofa, vanity area, and bathroom. Stateroom: 151 sq. ft. 800-525-9696
for Pricing
Inside
Interior Stateroom 3V.
Two twin beds that convert to Royal King sitting area with sofa, vanity area, and bathroom. Stateroom: 151 sq. ft. 800-525-9696
for Pricing
Inside
Interior Stateroom 4V.
Two twin beds that convert to Royal King sitting area with sofa, vanity area, and bathroom. Stateroom: 151 sq. ft. 800-525-9696
for Pricing
Inside
Studio Interior 2W.
One twin bed, vanity area, and bathroom. (106 sq. ft.) Accommodates 1 guest. Stateroom: 106 sq. ft. 800-525-9696
for Pricing
Before & After Your Cruise
Hotels
Element Harrison - Newark
Easy Comfort Near Newark’s Airport
399 Somerset St, Harrison, NJ 07029 — Cape Liberty
Residence Inn by Marriott New York JFK Airport
Soar Into Comfort
142-30 135th Ave, Queens, NY 11436 — Cape Liberty
Hotel Mimosa
Chinatown Chic
79 Division St, New York, NY 10002 — Cape Liberty
Protect Your Trip with Allianz Travel Insurance
Allianz Travel Insurance plans can give you flexibility and support when your trip doesn’t go quite as planned. From unexpected flight issues to covered trip cancellations, travel emergencies, and more, travel insurance can help you manage unforeseen events that may impact your trip—giving you peace of mind from the moment you book your trip through your return home.
For an instant quote:
- Simply provide a few short details about your trip
- Review the available protection plans
- Enjoy the peace of mind you deserve
Why Protect your Trip?
Whether you’re planning your next trip or you recently booked one, travel insurance can help smooth over many unexpected travel glitches—while putting your mind at ease, knowing you’re off the hook for covered expenses that could arise from them.
Allianz Travel Insurance plans can provide you benefits and professional support when a covered situation comes up before or during your trip. The following examples may qualify for benefits:
- Cancelling your trip after unexpectedly becoming too sick to travel
- Taking care of a sick or injured traveling companion
- Having to end your trip early due to a family emergency
- Dealing with a flight delay or cancellation
- Needing to buy personal items if your luggage is lost or stolen
- Missing your cruise departure after a covered flight delay
You also can contact our travel protection partner Allianz Global Assistance’s 24/7, award-winning customer service for on-the-go assistance with issues like a medical emergency, replacing your lost passport, or making reservations around the world. To be eligible for a time-sensitive waiver of pre-existing medical condition exclusions, purchase your travel insurance plan within 14 days of initial trip deposit (other purchase requirements and conditions apply). Specific plan benefits may vary. Please review your plan details for more information.
What Can Travel Insurance Help Protect?
Allianz Travel Insurance plans can protect you before and during your trip—keeping you, your loved ones, and your travel budget safer. Benefits vary by plan, and these are brief descriptions. Please read your plan documents for details.
TRIP CANCELLATION
Reimburses your prepaid, non-refundable travel expenses if you need to cancel your trip due to a covered reason, such as you, a family member, or traveling companion experiencing a covered illness or injury. Examples include:
- A doctor says you or a traveling companion is too sick to fly
- Your parent or child requires hospitalization
- You need to attend the birth of a family member’s child
- You have a traffic accident (not breakdown) on the way to the airport
- A storm shuts down your airport for 24 hours or more
TRIP INTERRUPTION
Reimburses your unused, non-refundable travel expenses and increased transportation costs during your trip if you have to return home early due to a covered reason, for instance when a family member has a qualifying medical emergency and needs your care. Examples include:
- You have a covered illness or injury and a doctor says you must return home
- A family member has a qualifying injury and needs your care
- A covered emergency, like a fire or flood, makes your home uninhabitable
TRAVEL DELAY
If you have a covered delay while traveling, travel insurance can reimburse you for meals, accommodations, and transportation expenses when your trip is delayed for a minimum number of consecutive hours for a covered reason. Minimum number of hours varies by plan.
EMERGENCY MEDICAL AND DENTAL CARE
Reimburses your expenses related to covered medical and dental emergencies* that might occur on your trip. This benefit can be especially helpful if you have a covered emergency outside the United States, as most health insurance policies won’t cover you outside the country. Examples include:
- You slip and break your ankle while sightseeing
- You get food poisoning while sampling the local cuisine
- You lose a filling and need immediate dental treatment*
*A sublimit and maximum apply for this benefit. Check your plan documents for details.
EMERGENCY MEDICAL TRANSPORTATION
Arranges and pays for medically necessary transportation following a covered injury or illness to the nearest appropriate medical facility to receive care and get you home after treatment.
BAGGAGE LOSS, DAMAGE, or THEFT
Reimburses the replacement of your lost, damaged, or stolen luggage and personal items while traveling.
BAGGAGE DELAY
Reimburses essential items purchased during your trip if your baggage is delayed for a minimum number of hours (varies by plan).
CHANGE FEE
Reimburses fees if you need to change your flight itinerary due to a covered reason.
24-HOUR ASSISTANCE
Provides around-the-clock support during your trip. Allianz Global Assistance’s staff of multilingual problem solvers can help you with medical, legal, and travel-related emergencies whenever they happen. Medical assistance may include, but is not limited to:
- Medical triage with referrals to local prescreened medical providers
- Ongoing medical monitoring
- Payment guarantee
- Emergency medical transportation
Additional services for travel-related emergencies can help with:
- Missed connecting flights
- Lost/stolen travel documents
- Pre-trip information
- Prescription replacements
Our Promise to You
When you purchase any Allianz Travel Insurance plan, you automatically get 15 days (or more, depending on your state of residence) to review your policy documents. Within that period, you can cancel your plan for a full refund if you’re not satisfied, as long as you haven’t filed a claim or departed on your trip.
Need Help Along the Way?
Contact Allianz Global Assistance’s award-winning team of travel experts. Call anytime for assistance navigating travel mishaps overseas or in the U.S.—or help with everything from reporting lost baggage to locating emergency medical treatment. They can also help you replace passports, refer you to legal assistance, secure cash from home in case of emergency, and guarantee payment when you need to be admitted to a hospital, in some instances.
Contact Allianz Global Assistance
Phone (24/7):
1-800-284-8300 (within the U.S., Canada, Puerto Rico, and the U.S. Virgin Islands)
1-804-281-5700 (outside of the U.S., call collect)
File or Track a Claim
It’s easy and convenient to file and track a claim, upload documents, and more online. Start your claim using your email address or policy number.
File a ClaimIf you need help filing a claim or understanding the claims process, visit the Allianz Global Assistance Claims Center.
Update Your Plan
If you need to update your travel insurance plan, such as adjusting the dates of your plan to reflect itinerary changes, please contact us or manage your plan online so your plan reflects your entire itinerary and provides the right amount of protection for your travels.
Manage My PlanAbout Allianz Global Assistance
Allianz Global Assistance is a world leader in travel insurance and assistance, helping millions of travelers across the globe every year. Allianz Global Assistance is owned by Allianz SE, the world’s largest diversified insurance company. For over 100 years, Allianz SE has helped protect important milestones in American history, insuring the Wright Brothers’ first flight and Golden Gate Bridge construction.
Terms, conditions, and exclusions apply including for pre-existing medical conditions. Insurance benefits underwritten by BCS Insurance Company (OH, Administrative Office: 2 Mid America Plaza, Suite 200, Oakbrook Terrace, IL 60181), rated “A” (Excellent) by A.M. Best Co., under BCS Form No. 52.201 series or 52.401 series, or Jefferson Insurance Company (NY, Administrative Office: 9950 Mayland Drive, Richmond, VA 23233), rated “A+” (Superior) by A.M. Best Co., under Jefferson Form No. 101-C series or 101-P series, depending on your state of residence and plan chosen. A+ (Superior) and A (Excellent) are the 2nd and 3rd highest, respectively, of A.M. Best’s 13 Financial Strength Ratings. Plans only available to U.S. residents and may not be available in all jurisdictions. Allianz Global Assistance and Allianz Travel Insurance are marks of AGA Service Company dba Allianz Global Assistance or its affiliates. Allianz Travel Insurance products are distributed by Allianz Global Assistance, the licensed producer and administrator of these plans and an affiliate of Jefferson Insurance Company. The insured shall not receive any special benefit or advantage due to the affiliation between AGA Service Company and Jefferson Insurance Company. Plans include insurance benefits and assistance services. Any Non-Insurance Assistance services purchased are provided through AGA Service Company. Except as expressly provided under your plan, you are responsible for charges you incur from third parties. Contact AGA Service Company at 800-284-8300 or 9950 Mayland Drive, Richmond, VA 23233 or customerservice@allianzassistance.com.