Course Fees:
$995There is NO Course fee for 2nd attendee from same Family or Company
Office Hours
Monday - Friday
9:00 am - 5:00 pm EST
9:00 am - 5:00 pm EST
ENHANCE YOUR ALPHA™
Fuel Your Dreams
Your Guide to Creating Alpha at the Intersection of Business and Life©
8-Night Norwegian Fjords Cruise Conference
Round-trip Dublin, Ireland
May 26 - June 03, 2019
Round-trip Dublin, Ireland
May 26 - June 03, 2019
There is NO Course fee for 2nd attendee from same Family or Company
IMPORTANT NOTE: All conferees, their families, and guests must book their cruise within the University at Sea® meeting group through University at Sea® at 800-926-3775 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.
Faculty
Reneé Caputi, MBA, JD, LLM
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.
Our staff can assist you with all your travel arrangements.
Program Purpose / Objectives
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
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.
Questions? Call us at 800-422-0711.
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.
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.
Cruise Itinerary
| DATE | PORT OF CALL | ARRIVE | DEPART |
|---|---|---|---|
| Sun May 26 | Dublin, Ireland |
- | 6:00 pm |
| Mon May 27 | *At Sea - Cruising |
- | - |
| Tue May 28 | Alesund, Norway |
12:00 pm | 8:00 pm |
| Wed May 29 | Bergen, Norway |
7:00 am | 4:00 pm |
| Thu May 30 | Geiranger, Norway |
8:00 am | 5:00 pm |
| Fri May 31 | Olden, Norway |
7:00 am | 4:00 pm |
| Sat Jun 01 | *At Sea - Cruising |
- | - |
| Sun Jun 02 | Belfast, Northern Ireland |
9:00 am | 6:00 pm |
| Mon Jun 03 | Dublin, Ireland |
2:45 am | - |
*Tentative course schedule, actual class times may differ.
Ports of Call
Dublin, Ireland - Dublin, the fair city, invites you to wander the streets trod by Joyce, Yeats and Oscar Wilde. Drop in at pubs with mahogany bars and stained glass. In the Trinity College Library, feast your eyes on the illuminated 9th-century Book of Kells. Sample the world's most famous stout at the original Guinness Brewery. And, of course, there are plenty of shopping opportunities — from a souvenir shillelagh to Waterford crystal.
At Sea - Cruising - Cruising
Alesund, Norway - The picturesque Art Nouveau town of Älesund has a beautiful setting across several islands stretching out into the sea, and is situated at the very entrance to the world heritage listed Geirangerfjord. The town is also an excellent starting point for round trips to some of Norway's most popular tourist attractions. Ålesund is internationally renowned for its unique architecture in the Art Nouveau style. The town was devastated by fire a winter's night in 1904, laying 850 houses in ashes and leaving 10.000 people homeless. During a remarkably short period of time, the new Ålesund was rebuilt in the unique architectural style, especially significant from 1890-1910, with a myriad of turrets, spires and medieval ornaments. The Art Nouveau Centre portrays the town's unique position in Norwegian architectural history.
Bergen, Norway - A key member of the medieval Hanseatic League of Merchants, Bergen has had plenty of practice combining commerce with community. In this delightful city, you will find pleasure in the Bryggen waterfront district and marketplace, or travel out of town for some great backcountry hikes. On the shores of Nordnes Lake is Troldhaugen—the historic home of composer Edvard Grieg.
Geiranger, Norway - Enclosed on both sides by precipitous walls of rock, Geirangerfjord is one of Norway's most striking. While you're there, you'll want to visit the tiny octagonal church, ascend Mt. Dalshibba for a panormic view of the mountains, lakes, and waterfalls, or stop at the Tystig branch of Europe's most enormous glacier.
Olden, Norway - As well as being surrounded by immense natural beauty - think emerald lakes, towering mountains and cascading waterfalls - this fjord village of approximately 500 inhabitants once hosted American portrait and landscape artist John Singer Sargent (1856-1925), whose "Singerheimen" home is about a mile from the pier.Olden is mainly a gateway to outdoor activities, such as fishing or boating in the chilly teal-colored, glacier-fed waters of Oldevatnet Lake.
Belfast, Northern Ireland - So much of Ireland's political history is tied up in Belfast that many visitors are surprised to find that it is also a modern city, blending old and new effortlessly as the troubles of its pass fade into history. A day trip away are the Giants' Causeway (a series of stone pillars that extends to Scotland) and the spectacular Antrim coast.
Our staff can assist you with all your travel arrangements.
Questions? Call us at 800-422-0711.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.
EXCLUSIVE SHORE EXCURSIONS
Please note that our shore excursions are operated separately and
independently of those offered by the cruise line.
Please note that our shore excursions are operated separately and
independently of those offered by the cruise line.
©2019 - University at Sea®