european wealth cruise - live and invest overseas€¦ · banking and currency diversification to...

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7 ALL-INCLUSIVE DAYS THROUGH PORTUGAL AND SPAIN As low as $4,067 per person, double occupancy All-inclusive with fine local wine and spirits, gratuities, shore excursions, wealth seminars, and more! Reserve Your Cabin Today by Calling 877-238-1270 Cabins Will Sell Out Fast! THE EUROPEAN WEALTH CRUISE by ROUNDTRIP PORTO • APRIL 7–14, 2019 on the Beautiful Douro River Aboard the Queen Isabel Named World’s Best River Cruise Line By Travel + Leisure YOUR HOSTS LIEF SIMON KATHLEEN PEDDICORD Book before Nov. 2nd and receive $250 per person savings!

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Page 1: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

7 ALL-INCLUSIVE DAYSTHROUGH PORTUGAL AND SPAIN

As low as $4,067

per person, double occupancy

All-inclusive with fine local wine

and spirits, gratuities, shore excursions,

wealth seminars, and more!

Reserve Your Cabin Today by Calling 877-238-1270 Cabins Will Sell Out Fast!

THE EUROPEAN WEALTH CRUISEby

ROUNDTRIP PORTO • APRIL 7–14, 2019on the Beautiful Douro River Aboard the Queen Isabel

Named World’s Best River Cruise Line By Travel + Leisure

YOUR HOSTS

LIEF SIMONKATHLEEN PEDDICORD

Book before Nov. 2nd and receive $250 per person savings!

Page 2: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

SUNDAY, APRIL 7 Porto, PortugalPortugal’s second city (after Lisbon), Porto gave its name to the nation’s most famous export, Port wine, and to the nation itself. The city is a fascinating combination of historic buildings and cutting-edge architecture, tradition, and vivacious modernity. After you transport to the ship from the Porto Airport or from your pre-cruise hotel, explore the ship and settle into your luxurious accommodations aboard the beautiful Queen Isabel. In the evening join our experts and other cruise guests for a welcome reception from 4:30 p.m. – 5:30 p.m.

MONDAY, APRIL 8 Porto, Cruising the Douro River, Entre-os-Rios Our day begins with onboard morning seminars from 9:00 a.m. – 12:00 p.m. where we’ll open with a welcome to our cruise and an introduction

to our team of experts. Our Portugal-specific speakers will take the reins and showcase all that this country has to offer, from attractive investment opportunities to the legal and tax implications of investing in Portugal. Featured Excursion: That afternoon, we will have a choice of touring the city of Porto or an optional tour of the Amorim Cork Factory. Amorim is the world’s largest producer of cork stoppers and cork products, and the most international of Portuguese companies, with almost 150 years of history. Your ship sets sail after your tour, cruising up the Douro toward Entre-os-Rios.

TUESDAY, APRIL 9Cruising the Douro River, Régua, Pinhão Today is all about wine, which has been cultivated in the Douro River Valley since ancient Roman times. Get a crash course on the history of Port during your visit to the Douro Museum, then treat yourself to a tasting of fruity Moscatels and a hearty, rustic-style lunch at a family-owned wine estate. Delve into Portugal’s wine-growing history today by visiting the informative Douro Museum and the Quinta da Avessada wine estate for lunch. Featured Excursions: Douro Museum, Quinta da Avessada wine estate visit with lunch.

A VERy SPECIAL PERSONAL INVITATION FROm KATHLEEN PEDDICORD AND LIEF SImON

We would like to extend a personal invitation for you to join us and other key members of our Live and Invest Overseas team on our first-ever European Wealth Cruise taking place April 7–14, 2019.

For this special event, we’ll be voyaging Portugal’s Douro River on board one of the finest river cruise ships in the world, the Queen Isabel. We’ll meet in the beautiful city of Porto then depart for seven days of adventure and discovery, experiencing together the history, culture, gastronomy, legendary vineyard estates, and stunning vistas of the Iberian Peninsula… all in the company of like-minded venturers and world-class wealth experts.This is a rare chance to explore one of the world’s most delightful regions while, at the same time, gaining insights into the best current opportunities for living and investing across Europe. Where and how can you position yourself for real upside and long-term profits and appreciation on the Continent? Our team will reveal and detail your best options for owning real estate, precious and rare metals, and productive land as a strategy for building lasting wealth… and having a grand adventure in the bargain.We’ll enjoy bespoke excursions—including a visit to a local cork factory and an afternoon of wine tastings—while trying this captivating part of the world on for size… and considering with expert guidance the most interesting options for making money here while also having a whole lot of fun.A meandering river cruise through the Old World in the company of a small group of open-minded, forward-looking, adventure-seeking, and profit-eager folks? We can’t imagine a better way to spend a week next April.It’s a golden opportunity to discover this region whose river is said to shimmer like liquid bullion in the setting sun. We very much hope you will join us for what we predict will be an experience of your lifetime.

Kathleen Peddicord Lief Simon

Page 3: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

WEDNESDAY, APRIL 10 Pinhão, Cruising the Douro River, Vega de Terrón Feel the centuries fall away as your ship winds its way through the pristine, dramatic, UNESCO-protected

landscapes of the Douro River Valley. Head ashore for a choice of excursions, a tasting at a prestigious port wine estate or a vineyard hike with a wine tasting at a local quinta. As you cruise along the river today, take note of the little chapels along the banks. These chapels mark spots where entire rabelo boat crews perished attempting to get their cargo of Port wine to Porto. Featured Excursions: Choice of Quinta do Seixo guided tour with tasting or Vineyard hike and tasting at a local quinta.

THURSDAY, APRIL 11 Vega de Terrón (Salamanca), Barca d’Alva Leave Portugal for a day in Spain, in beautiful Salamanca, the university town where Columbus sought advice before sailing west in search of a new route to the Indies. Salamanca boasts a dozen beautiful and historic churches, including two cathedrals: the new one, built in the early 16th century, and the Old Cathedral, which dates to the 12th century and can only be entered from the New Cathedral. Salamanca’s food hall is one of Spain’s best, as you will discover when you sample chorizos, cheese, olive oil, and ham with your guide’s assistance. You have time to browse through the shops on Rua Mayor and enjoy a tapas lunch (your guide can recommend some great places to dine).

FRIDAY, APRIL 12 Barca d’Alva (Castelo Rodrigo), Pocinho, Cruising the Douro River, Régua Go medieval today at Castelo Rodrigo, both the name of a hilltop castle and the village that surrounds it. The view from the top is incredible and the village is a charming place to ramble, relax, and replenish. If you wish, lace up your hiking boots and get an up-close gander at some pre-historic carvings. Enjoy breathtaking scenery this morning as your ship cruises the upper Douro River Valley. You may opt to visit Portugal’s first archaeological park, Foz Côa, or explore the comparatively “modern” Castelo Rodrigo, a medieval castle standing at the heart of a still-lively village, today. Featured Excursions: Castelo Rodrigo or Archaeological Park of the Côa Valley.

SATURDAY, APRIL 13Cruising the Douro River, Porto (Guimarães) Once again, on this last day as we near Porto during morning seminars, we’ll cover the final selection of opportunities available for your portfolio-diversification plan. We’ll review everything we’ve discussed these past few days, answer any outstanding questions, and consider the next steps to take to ensure solid returns, protection, and a legacy for generations to come.In the afternoon, the question of the day, is: Guimarães or Porto? You can’t go wrong either way. Guimarães’s well-preserved architecture and stylish young residents make it a pleasure to visit. But you can also opt to explore one of Porto’s oldest neighborhoods, picturesque Ribeira, considered the soul of the city. We’ll end the day with a farewell reception for our group, from 6:00 p.m. – 7:00 p.m. Featured Excursion: Choice of Guimarães city tour or “Soul of Porto” Ribeira district walking discovery tour.

SUNDAY, APRIL 14 Porto (Disembark) You’ve experienced the best of Portugal, Spain, and the pristine Douro River, and heard from our experts about the smart decisions you need to make to ensure security and longevity in

your investments and, in turn, you and your heirs’ futures. Your adventure may be over, but we know you’ll enjoy the memories you’ve made for years to come.

As we sail between beautiful ports, we’ll set aside time in the afternoon with our roster of international experts who will continue to provide options and counsel for diversifying your portfolio, this time globally. From international banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped up, you’ll be armed with plenty of options to tailor your portfolio. Continue the conversation with these speakers onboard to receive one-on-one consultations and be confident in the steps you’re about to take.

Reserve Your Cabin Today by Calling 877-238-1270 Cabins Will Sell Out Fast!

Page 4: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

LIEF SIMONGlobal Real Estate Investor and Consultant, Live and Invest Overseas

Lief Simon is Live and Invest Overseas’ resident real estate investing and offshore diversification

expert, specializing in offshore diversification, asset protection, and tax mitigation. In the past 20+ years, Lief has purchased more than 45 properties, investing in 23 different countries around the world. Over the last two decades living and doing business around the world, he’s built a network of reliable and expert contacts he trusts on such matters—attorneys, bankers, tax consultants, and other advisors, both Stateside and in the jurisdictions where he spends time and money. On the European Wealth Cruise, Lief will walk you through the fundamentals of global diversification and help you fit the pieces together to conceive and even begin to execute your own customized offshore diversification plan.

KATHLEEN PEDDICORDFounding Publisher, Live and Invest Overseas

Kathleen Peddicord has covered the live-, retire-, invest-, and do-business-overseas beat

for more than three decades and is considered the world’s foremost authority on these subjects…

She has traveled to more than 70 countries, established businesses in 7, and invested in property in 23. Thanks to these adventures abroad, Kathleen has been able to assemble an unparalleled network of global contacts, colleagues, friends, experts, resources, expats, and advisors. During the cruise, Kathleen will offer her extensive knowledge gained from her successes (and failures) over the past three decades, while she also introduces you to, and connects you to, her personal network of contacts who cover various fields for investment overseas.

Please Join Us to Cruise in Luxury and Gain Outstanding Investment Insights…

All gratuities – Uniworld tips onboard and onshore, including local guides and drivers

All meals onboard – with its farm-to-table culinary philosophy, you’ll be treated to world-class dining

Unlimited beverages onboard – an amazing selection of fine local wines, sparkling wines and champagne; craft beers; premium spirits, such as Grey Goose, Glenfiddich and Bombay Sapphire; specialty coffees; fine teas; and soft drinks

Elegant onboard dining experiences with open seating and a casual-elegant dress code

Personalized experiences – innovative and authentic hosted excursions designed with options to personalize your experience

All scheduled airport transfers Ship-wide Wi-Fi access Wellness on the water – onboard fitness center, exercise

classes, yoga and TRX® training, complimentary bicycles, and Nordic walking sticks for use onshore

Entertainment and insightful signature lectures PressReader – complimentary access to your favorite

newspapers and magazines to read on your devices For suites – In-suite butler service on all ships in Europe

THE mOST ALL-INCLUSIVE RIVER CRUISE LINE IN THE WORLD

YOUR HOSTS

Reserve Your Cabin Today by Calling 877-238-1270 Cabins Will Sell Out Fast!

Page 5: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

MICHAEL COBBChairman and CEO, ECI Development

Chairman and CEO of ECI Development, a multi-country developer with projects in

four Latin American countries, Mike Cobb has enjoyed a long career in the real estate development

and investment industry. Initially forming Exotic Caye International, a company that provided loans to North Americans purchasing properties in Belize, Honduras, Costa Rica, and throughout the region, the need for capital eventually outstripped the supply, so the mortgage company was converted to an international bank under the jurisdiction of Belize. Now focusing on consumer need, Mike led the group into real estate development and created a holding company called ECI Development for several properties including a resort on Ambergris Caye, Belize. During your time together, Mike will bring his portfolio to you and provide one-on-one consultations, review your investment portfolio, suggest future financial movements tailored to what’s right for you, and project where those investments will go to ensure a strong return for your future and to provide for your generations to come.

JOÃO GIL FIGUEIRAManaging Partner, Tax and Cross-Border Consultant Lugna

João Gil Figueira, managing partner of Lugna, is an international tax lawyer and business

consultant regarding taxation, residency, and asset protection in Portugal and in Portuguese-speaking countries. He has extensive experience advising on the legal aspects of cross-border investment in several industries, specifically finance and real estate. João is a lecturer of taxation in the master’s program of Nova School of Business and Economics, a top Financial Times-ranked university in Lisbon. He has authored several legal books, articles, and guides on Portuguese business and tax law. During his session, João will provide comprehensive and well-rounded advice to investors on living and investing in Portuguese-speaking jurisdictions.

JOEL NAGELFounder and Managing Partner, Nagel & Associates, LLC

Joel Nagel, founder and managing partner of international law firm, Nagel & Associates,

LLC, is one of the world’s leading authorities on asset protection. Much of Joel’s focus is on helping

clients select the right jurisdiction for a transaction and the best vehicles, such as joint ventures and other international legal structures, to reduce taxation and protect assets. He created his firm’s Personal Asset Protection Program and has developed sophisticated international estate plans encompassing trusts, corporations, partnerships, and insurance products. During this special event, you will have the opportunity to work directly with Joel to select the right structures, strategies, and jurisdictions for you so that you can manage and reduce your tax burden, protect your assets, and leave a legacy for your heirs.

LUIS TEIXEIRA DA SILVADirector, Senior Living Villages and Algarve Senior Living

Luis da Silva has more than 25 years of business experience, with almost 20 years of experience

in international real estate markets as an investor and consultant (his focus during the last decade has

been on senior or retirement living). He is the founder and director of Senior Living Villages, a U.K.-based company, and co-founder and director of Algarve Senior Living, based in Portugal. The company also operates in Spain’s Costa Blanca and Costa del Sol. During the cruise, Luis can advise you on a range of subjects affecting international retirement migration to the Algarve and U.K., including tax, health, real estate, climate, and languages, and, more importantly, he can offer a variety of European investment opportunities dealing with fixed-income investment in the retirement sector.

PETER ZIPPERPresident, Caye International Bank

President of Caye International Bank in Belize, Peter Zipper has over 35 years of international

banking experience. After a career in the military and aviation, he later received his international

finance education at the University of Alberta in Edmonton, Canada, and began his long career in finance around the globe. During his career he lived and worked in the Americas, Europe, and Asia where he held leading positions with multinational financial institutions. Peter is now a leading expert on offshore banking and investment centers and can show you how to benefit from all the advantages of banking offshore. On the cruise, with Peter’s help, you can immediately begin the process of opening an offshore account in Belize.

DISTINGUISHED EUROPEAN WEALTH CRUISE SPEAKERS...

Page 6: European Wealth Cruise - Live and Invest Overseas€¦ · banking and currency diversification to real estate and agriculture investment opportunities, once these sessions have wrapped

Corporate Office:Investors Travel, Inc.50 Central Ave.Suite 980Sarasota, FL 34236Tel: 941 955 0323www.MoneyShow.com

Reserve Your Cabin Today by Calling 877-238-1270 Cabins Will Sell Out Fast!

Deluxe Balcony • 215 sq. ft. French Balcony • 161 sq. ft. Classic • 161 sq. ft.

Queen Isabel – 258 ft. In Length, 37.5 ft. Wide – 59 Staterooms/Suites – 33 Staff

Named after Portugal’s beloved queen, this 116-passenger vessel is the most unique and stately ship on the Douro.

YOUR VIP PACKAGE INCLUDES: 7 All-Inclusive Days Through Portugal And Spain

• 7 fabulous days aboard the luxurious Queen Isabel• Profit-building sessions with experts on Portugal and global

asset protection• Fine local wines and spirits, non-alcoholic beverages, and gratuities• A choice of innovative excursions to personalize your experience• Gourmet meals, receptions, and onboard amenities

Cancellation Policy:All cruise cancellations will be assessed a non-transferable administrative fee of $75 per person. Cancellation requests must be made in writing to your cruise specialist. If the request is received at least 120 days prior to cruise departure date, a refund of deposit, less the administrative fee and a $200 per-person non-refundable charge (paid to Uniworld), will be made. Additionally, later cancellations will also be assessed the following charges:

Airline Cancellations: Guests booking airfare through Uniworld may cancel within 24 hours and receive a full refund of airfare cost. If cancelled 120 or more days before departure, a $450 per person air deposit will be non-refundable. If cancelled 119 days prior to departure or less, 100% of airfare is non-refundable.

120 days or more – $200 non-refundable deposit per guest119-90 days prior to cruise departure date – 20% of total charges per guest89-60 days prior to cruise departure date – 35% of total charges per guest59-30 days prior to cruise departure date – 50% of total charges per guestLess than 30 days prior, or “No Show” – 100% of total charges per guest

Fla. Seller of Travel Ref. No. ST36084

• *Special rates do include port charges of $170 per person.• Required deposit of 30% per cabin can be made by Visa, MasterCard,

Discover, wire transfer, or check (payable to Investors Travel, Inc.).• Seminars are only available with the purchase of the cruise package from

Investors Travel and will not be sold separately.• Itinerary and excursions mentioned in this brochure are subject to change.• All prices listed in U.S. dollars.

F U L L P A Y M E N T I S D U E A F T E R : N O V E M B E R 2 , 2 0 1 8

T H E 2 0 1 9 L I V E & I N V E S T O V E R S E A S C R U I S E S P E C I A L R A T E S *

Cabin Category Double Occupancy (per person price)

Double Occupancy (per cabin for 2 people)

Single Occupancy

Suite $7,966.50 $15,933 $15,563

Deluxe Balcony $5,866.50 $11,733 $10,514

French Balcony $4,866.50 $9,733 $9,114

Classic $4,066.50 $8,133 $6,914 Be sure to ask our agents about opportunities for savings on airfare and insurance. Purchase travel insurance with your booking for added benefits!

Book before Nov. 2nd and receive $250 per person savings!

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Suite • 323 sq. ft.