Back to

The Oxford Club Beyond Wealth
River Cruise


Cruise Fares:
Per Person

From / To:
Budapest to Passau

May 21 TO
May 28, 2017

S.S. Maria Theresa

Book & Plan


M-F 9am-5pm ET

Your Hosts

For those of you who have traveled with us before, you know that The Oxford Club's World Financial Seminars are meticulously planned to let you experience world-class locations and accommodations. That’s why we’re excited to invite you to join our next unique adventure, sailing the enchanting Danube river in elegant luxury aboard the S.S. Maria Theresa by Uniworld, the world’s best river cruise line according to Travel + Leisure magazine.

We’ll visit some of the most beautiful places in Europe, including Vienna, Bratislava, Dürnstein, Passau, and Linz. And along the way, we’ll delve into the sights and flavors of the region with events ranging from an organic wine tasting of the Wachau Valley’s Rieslings to a “Royal Anniversary” concert at a Viennese palace. Also included in this package are personalized and innovative excursions in every port, so it’s a perfect, all-inclusive opportunity to enjoy Europe as only The Oxford Club can.

As always, during the voyage our top-notch investment faculty will delve deeply into the outlook for stocks, bonds, and other markets, and share profit-making insights identifying where the best returns will lie and how to avoid risk.

Mixing and mingling with our experts and other like-minded savvy investors in some of Europe’s most beautiful settings...I can’t imagine a better way to enjoy our successes and plan for a bright future together. Please join us for our first-ever luxury river cruise experience. Call today to reserve your spot.

Heather Downey Phillips | Executive Director - Steven King | Event Director
Heather Downey Phillips | Executive Director - Steven King | Event Director Signature

Heather Downey Phillips | Executive Director - Steven King | Event Director

Featured Experts


Alexander Green

The Oxford Club

Chief Investment Strategist

Alexander Green is the Chief Investment Strategist of The Oxford Club and Liberty Through Wealth, with more than 300,000 subscribers. He is the Editor of three premium research services: The Momentum Alert, The Insider Alert and The True Value Alert. The independent Hulbert Financial Digest has consistently ranked his Oxford Communiqu as one of the 10 top-performing investment letters in the nation for the last 15 years. Alex is also the author of four national best-sellers: The Gone Fishin' Portfolio, The Secret of Shelter Island, Beyond Wealth, and most recently, An Embarrassment of Riches.


Marc Lichtenfeld

The Oxford Club

Chief Income Strategist

Marc Lichtenfeld is the Chief Income Strategist of The Oxford Club. After getting his start on the trading desk at Carlin Equities, he moved over to Avalon Research Group as a senior analyst. Over the years, Marc's commentary has appeared in The Wall Street Journal, Barron's, and U.S. News & World Report, among others. Prior to joining The Oxford Club, he was a senior columnist at Jim Cramer's TheStreet. Today, he is a sought-after media guest who has appeared on CNBC, Fox Business and Yahoo Finance. His book Get Rich With Dividends: A Proven System for Double-Digit Returns achieved best-seller status shortly after its release in 2012. Marc is the Senior Editor of The Oxford Income Letter, which is based on his proprietary 10-11-12 System. He is also the Editor of Marc Lichtenfeld's Stock Sequence Trader, Lightning Trend Trader and Chairman's Circle Breakout Alert.


Steve McDonald

The Oxford Club

Bond Strategist

Steve McDonald is the Bond Strategist of The Oxford Club. He is Editor of Oxford Bond Advantage and Contributing Editor to The Oxford Income Letter and Wealthy Retirement. Steve is also the Host of Market Wake-Up Call for the Members-only newsletter The Oxford Insight. Every Sunday, Steve interviews industry experts to bring Members breaking news and exciting market commentary. Every week for Wealthy Retirement, Steve puts together a Two-Minute Retirement Solution column and a Slap in the Face Award video. In his Two-Minute Retirement Solution, Steve explores proven strategies for the retirement investor. Quite often, Steve's commentary goes against the grain of mainstream financial media. In the popular Slap in the Face Award series, Steve doles out no-holds-barred criticism to anyone (and anything) getting in the way of your wealthy retirement. Steve has worked as a professional broker and has been an active trader of bonds for more than two decades, specializing in ultra-short-maturity corporate bonds. Before entering the investment industry, Steve was a naval aviator, flying fixed- and rotary-winged aircraft, and also served as a surface warfare officer.


Adriane Berg

Ronald Gelok & Associates

Director of Lifelong Income and Lifestyle Planning

Adriane Berg is the Director of Lifelong Income and Lifestyle Planning for Ronald Gelok & Associates. She brings clients special assistance in crafting their retirement plans and funding them with secure and lasting strategies. Adriane Berg is a recognized innovator in the quest for successful aging, caregiving, self-care, and environments in which we thrive as we age. She is renowned in the financial industry for her innovation in creating Longevity Planning, a concept for investing throughout the age continuum. In 2002, Ms. Berg founded Generation Bold, a leader in financial communication with the baby boomer, maadult and family fiduciary. Since then she has trained hundreds of financial advisors and lectured at USC at Davis and the American Institute of Financial Gerontology. She is the author of 13 books on money and estate planning translated in five languages, including How Not to Go Broke at 102: Achieving Everlasting Wealth, Wiley; Your Wealth-Building Years, Newmarket Press; and Beating the F.E.A.R. Factor: 15 Minutes to Your Ideal Retirement, with Ronald Gelok. Ms. Berg hosts the syndicated Generation Bold: The Fountain of Truth on BizTalk Radio, winner of the 2015 Mature Media Gold Award for the best mature audio programming, and co-hosts The Ronald Gelok Retirement Power Hour and The Adriane Berg Travel in Retirement Lifestyle Show on WCTC 1450 AM. She is a well-known TV and radio personality, having made multiple appearances on The Oprah Winfrey Show, Good Morning America and Live! With Regis and Kelly and is a contributor to numerous blogs such as and She was named to the U.S. Treasury Committee on Financial Communication and won an Emmy for her TV show IRS Tax Beat. She is a New York Times Age Beat Fellow, presenter at the World Future Society, and an invited member of the several international idea incubators such as Caregiver Calvary on Reinventing Family Caregiving and the Swellness Movement for Reimaging Healthcare. She was a press attendee at the 2015 White House Conference on Aging. Ms. Berg is an elder law attorney by background and an original founder of The National Academy of Elder Law Attorneys, NAELA. She received her J.D. degree from New York University Law School and was the editor of the Law Review. She attended Brooklyn College, Phi Beta Kappa, summa cum laude.

View All Experts


For centuries, the enchanting Danube has cast its spell on poets, musicians and artists of all kinds. And in 2017, it will cast its spell on you even more as it is the year marking the 300th anniversary of Maria Theresa’s birth, the namesake of your stately ship, the S.S. Maria Theresa.

View Itinerary

The Experience

Fine-tune your portfolio in six-star splendor while cruising exciting destinations with world-class investment experts. This journey will offer you the best of everything, including:

Expert Advice

Expert Advice

The Oxford Club's top-notch investment faculty will delve deeply into the outlook for stocks, bonds and other markets, and share profit-making insights identifying where the best returns will lie and how to avoid risk.



Enjoy stimulating conversation with other savvy investors and Oxford Club experts. Share in the spirit of adventure, the passion for learning, and the joy of new friendships.



The wonders of Budapest, Vienna, Passau, and more await right outside your window, and the unforgettable attractions ashore may be the only things to convince you to leave the all-encompassing comfort and luxury of your stateroom or suite.



Fine-tune your portfolio in luxurious splendor while visiting splendid destinations. Lovers of art, music, architecture, and exquisite food and wine are sure to experience the best that Europe has to offer on this trip.

Request a Brochure

Please enter your email below to download The Oxford Club Beyond Wealth River Cruise brochure.