COURSE FEES
Cruise priced separately
PROGRAM TOPICS
Dive into a unique educational adventure that combines learning, networking, and relaxation - all aboard the Royal Caribbean's Jewel of the Seas. The 2024 Financial ConNEXTion Educational Cruise is an exciting blend of camaraderie, education, and unwinding in a setting like no other.
This journey promises an enriching experience for professionals, university students, and those at the forefront of financial planning programs. Don't miss out on the thrilling Student Career Exploration Competition and the engaging Elevator Speech Contest - all while cruising on the azure Caribbean waters.
The conference lineup includes a diverse range of educational programs combining technical insights with business pragmatics. But it's not all work and no play! Unwind during evening networking dinners, participate in ship and shore group activities, and enjoy the optional cruise-based spouse/guest program. For those who like to plan ahead, some of the educational programs will be delivered via video prior to our departure.
Our ship-delivered educational programs are specially designed to be interactive, and active participation is expected. Students, gear up for the Elevator Speech Contest, and professionals, we'd love for you to share a written biography of your professional journey to foster an immersive networking environment.
Open the doors to opportunities aboard this conference for anyone associated with the various financial service careers or students interested in venturing into the financial services sector
For any questions, please call Terri Getman at (952) 232-8095.
IMPORTANT INFORMATION
Faculty
Terri Getman, JD*, CLU, ChFC, RICP, AEP (Distinguished)
Accreditation
Cruise Itinerary
| DATE | PORT OF CALL | ARRIVE | DEPART |
|---|---|---|---|
| Saturday, February 24 | San Juan, Puerto Rico |
- | 8:00 pm |
| Sunday, February 25 | *At Sea - Cruising |
- | - |
| Monday, February 26 | Bridgetown, Barbados |
7:00 am | 6:00 pm |
| Tuesday, February 27 | Port of Spain, Trinidad |
9:00 am | 6:00 pm |
| Wednesday, February 28 | Scarborough, Tobago |
8:00 am | 5:00 pm |
| Thursday, February 29 | Castries, St. Lucia |
7:00 am | 4:00 pm |
| Friday, March 1 | Philipsburg, St. Maarten |
9:00 am | 5:00 pm |
| Saturday, March 2 | San Juan, Puerto Rico |
7:00 am | - |
Ports of Call
San Juan, Puerto Rico


Pre-Cruise Immersion: A Walk Through 500 Years of History - Arrive a day or two early to decompress and transition into vacation mode. Settle into your accommodations, perhaps a restored colonial hotel within the walled city or a chic beachfront resort in nearby Condado. Your first exploration should be on foot, through the enchanting streets of Old San Juan. The blue-hued adoquín cobblestones, cast from furnace slag and brought over as ballast in Spanish galleons, pave your way through a vibrant grid of pastel-hued townhomes with intricate ironwork balconies overflowing with bougainvillea.
Dedicate your first full day to the UNESCO World Heritage sites that define the city’s skyline. Begin at the six-level citadel of Castillo San Felipe del Morro. Walk the sprawling, windswept lawn where soldiers once drilled and children now fly kites, and explore the sentry boxes, barracks, and cannon batteries that guarded the entrance to the Caribbean for centuries. The panoramic views of the Atlantic are simply breathtaking. From there, stroll along the city walls to its larger counterpart, Castillo San Cristóbal, a masterpiece of 18th-century military engineering designed to protect against land-based attacks. Venture into its tunnels and stand in the famous “Garita del Diablo” (Devil’s Sentry Box), shrouded in legend.

For lunch, step away from the main thoroughfares and find a local fonda for an authentic taste of *comida criolla*. This is your opportunity to try a classic *mofongo*—a savory mound of mashed plantains, garlic, and olive oil, often filled with succulent pork, shrimp, or chicken. In the afternoon, delve deeper into the city’s heritage. Visit the final resting place of the island’s first governor, Juan Ponce de León, at the magnificent Catedral de San Juan Bautista. Nearby, tour La Casa Blanca, a fortified residence built for his family in 1521, now a museum offering a glimpse into 16th- and 17th-century life. As evening descends, enjoy a handcrafted cocktail at a rooftop bar overlooking the harbor before indulging in a sophisticated dinner at one of Old San Juan’s celebrated restaurants, where chefs artfully fuse Taíno, Spanish, and African culinary traditions.
Post-Cruise Exploration: Beyond the City Walls - After your cruise, with the relaxed pace of the sea still with you, use your extra days to explore the island’s diverse character. Venture beyond the old city to experience modern Puerto Rican life and stunning natural beauty.

One compelling option is a day trip to El Yunque National Forest, the only tropical rainforest in the U.S. National Forest System. A short drive from San Juan, this lush wonderland offers well-maintained hiking trails that lead you through a canopy of giant ferns and tabonuco trees, past cascading waterfalls, and to observation towers with sweeping views of the coast. The cool, misty air and the symphony of coqui frogs provide a restorative contrast to the sun-drenched city.
For a different kind of cultural immersion, explore the dynamic neighborhood of Santurce. Known for its vibrant street art and murals, Santurce is the city’s creative pulse. Visit the Museo de Arte de Puerto Rico, which houses a comprehensive collection of Puerto Rican art from the 17th century to the present. In the evening, experience the energy of La Placita de Santurce. A humble farmer’s market by day, it transforms at night into a bustling open-air block party, where locals and visitors alike gather to enjoy live music, dance salsa in the streets, and sample food from the surrounding kiosks and restaurants. It’s an authentic, joyous, and unforgettable experience.

Alternatively, you can dedicate your post-cruise time to pure relaxation. The golden sands of Isla Verde and Condado Beach are lined with resorts and beach clubs, offering the perfect setting to unwind with a book and a piña colada—a cocktail famously invented right here in San Juan. Or, for a taste of the island’s most famous export, take a ferry across the bay to Cataño for a tour of the Casa Bacardí distillery, where you can learn about the history of rum and master the art of mixing the perfect mojito.
San Juan is a city of layers, where colonial history, vibrant arts, world-class cuisine, and breathtaking nature converge. By extending your stay, you transform your cruise from a simple voyage into a deep, enriching cultural journey, allowing you the time and space to truly connect with the heart and soul of the “Island of Enchantment.”
At Sea - Cruising
Bridgetown, Barbados


Beyond the city, the island's offerings are diverse. For a unique natural wonder, Harrison's Cave offers a stunning underground tram tour through crystallized limestone caverns. For a taste of the island's most famous export, a visit to the Mount Gay Rum Distillery provides both a history lesson and a tasting. Of course, the beaches are world-class. Just a short taxi ride from the port, Carlisle Bay is a magnificent crescent of white sand with calm, turquoise water, perfect for swimming and snorkeling over several shipwrecks teeming with marine life. For a more serene scene, the west coast, known as the "Platinum Coast," is lined with idyllic stretches like Paynes Bay and Mullins Beach.
Barbados is not a rugged, off-the-beaten-path destination; it is well-developed and organized. Taxis are plentiful and regulated (though it's always wise to confirm the fare beforehand). This makes it an excellent port for independent exploration, offering a rewarding balance of accessible history, natural beauty, and sophisticated relaxation.
Port of Spain, Trinidad
Scarborough, Tobago
Castries, St. Lucia


Ships dock in Castries, located on the northwest coast, while the iconic Pitons, the drive-in volcano, and the therapeutic Sulphur Springs are located south in Soufrière. This presents a logistical reality: reaching the island's premier sights requires a commitment. The road to Soufrière is incredibly scenic but notoriously winding, taking over an hour each way. For those prone to motion sickness, or simply wanting to maximize sightseeing time, a water-based transfer or catamaran excursion is the superior choice. The reward is substantial: walking through botanical gardens, soaking in mineral-rich mud baths, and viewing the peaks from the water.
If a full day of travel feels too ambitious, the north offers excellent, accessible alternatives. Marigot Bay, a stunning natural harbor, is a short drive away and ideal for a relaxed lunch. Further north, Pigeon Island National Landmark is a standout, combining 18th-century British military ruins with approachable hiking trails and quiet beaches. Nearby Rodney Bay offers the island’s most popular stretch of sand, Reduit Beach. For a quick taste of local culture near the ship, the Castries Market remains a bustling hub for spices and local crafts, though it is best visited in the morning before the midday heat.
Philipsburg, St. Maarten

Philipsburg itself is the commercial engine. Front Street is lined with duty-free jewelry and electronics stores; while convenient for shoppers, it can feel somewhat manufactured. For a more relaxed immediate option, the boardwalk along Great Bay offers decent beach bars and a view of the ships, though the water clarity here lags behind the rest of the island.

To experience the island's true charm, cross the border to the French side (St. Martin). The atmosphere shifts perceptibly in the capital of Marigot, with its open-air markets and colonial architecture. For the sophisticated traveler, the village of Grand Case is the highlight. Known as the culinary capital of the Caribbean, it features exceptional French-Creole cuisine in open-air "lolos" (local barbecue stands) and high-end bistros alike.
Regarding beaches, you have distinct choices:
- Maho Beach offers the famous, adrenaline-fueled spectacle of jumbo jets landing just overhead at Princess Juliana International Airport—it is noisy, crowded, and absolutely unique.
- For a classic European beach day, head to Orient Bay on the French side for white sand and upscale beach clubs.
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
800-525-9696
for Pricing
Suite/Deluxe
Owner's Suite - 2 Bedroom OT.
All staterooms and suites come complete with private bathroom, vanity area, hair-dryer, closed-circuit TV, radio and phone.These large suites offer two bedrooms, two bathrooms and a living area with a sofa bed.
Two sets of two twin beds that convert to a Royal King bed
One double sofa bed
Two Pullman beds
- Stateroom: 584 sq. ft.
- Balcony: 191 sq. ft.
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
Balcony
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
Outside
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
Inside
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
800-525-9696
for Pricing
Before & After Your Cruise
Hotels
DREAMCATCHER by DW
A Design-Forward Boutique Hotel
2009 Cll España, San Juan, 00911, Puerto Rico — San Juan
Hotel Rumbao, a Tribute Portfolio Hotel
The Newly Upgraded Historic Heart of Old San Juan
100 Brumbaugh Street, San Juan, Puerto Rico, 00901 — San Juan
Condado Vanderbilt Hotel
San Juan’s Premier Luxury Beachfront Resort
1055 Ashford Ave, San Juan, 00907, Puerto Rico — San Juan
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.

