MDRT’s signature meetings and events throughout the year bring together a community of premier financial services professionals for innovative content, first-class industry speakers and unparalleled networking.
AI & Technology in Advisory Practices
Thank you to everyone who joined us for this engaging virtual panel. If you weren’t able to attend, the full recording is now available to watch.
In this panel discussion and Q&A, MDRT members Ryan J. Pinney, LACP; Marta Borbala Kiraly; and Ross Bernstein, CSP, CPAE explored how AI is reshaping professional advisory practices. Moderated by MDRT member Brandon Wellman, CFP, RICP, the conversation covered using technology and AI to drive growth, enhance the client experience and adapt in an evolving digital landscape.
Originally aired May 11, 2026. Watch the recording here.
Know Before You Go: 2026 Annual Meeting
Join this session designed to help first and second-time MDRT Annual Meeting attendees feel confident and prepared for the 2026 Annual Meeting in Anaheim. Featuring remarks by MDRT member Aurora L. Tancock, CFP, FLMI, and moderated by MDRT members Cassandra Stiff and Mark Neufeld, CFP, CIM, this conversation will share practical insights on navigating the meeting, connecting with peers, and making the most of your overall experience. This session is open to first through fifth time MDRT Annual Meeting attendees.
May 20, 2026, 1-1:30 pm Eastern Time – Virtual | Join
MDRT’s flagship event gathers thousands of members from around the world to create an exclusive experience like no other that stimulates growth through learning, networking and sharing innovative ideas. June 7–10, 2026 – Anaheim, California, USA | Learn more
Post Annual Meeting Idea Share
Reconnect with peers who attended the MDRT Annual Meeting in Anaheim. Members will reflect on key takeaways from the meeting and develop actionable steps to apply their learning in their everyday work. Engage in different breakout rooms to meet fellow members and engage in idea exchange. This session is open to those who attended the MDRT Annual Meeting.
June 22, 2026, 1-2 pm Eastern Time – Virtual | Join
This world-class meeting experience brings together thousands of members from all over the world, especially from the Asia-Pacific region, to listen to inspiring industry leaders, learn in-depth local and global trends, and exchange innovative ideas to advance their businesses. August 23–26, 2026 – Sydney, Australia | Learn more
Top of the Table Annual Meeting
An exclusive meeting for top financial professionals, the Top of the Table annual meeting is a gateway for MDRT members who have reached the highest level of membership. Taking place at a luxury resort, the meeting lets you celebrate, relax and dive into innovative content, crafted so you continue to excel in your business and stay on top of today’s leading trends. October 6-9, 2026 – Palos Verdes, California, USA | Learn more
A special meeting for members in the U.S. and Canada, MDRT EDGE is a growth opportunity for members from the United States and Canada. With speaker sessions, breakout groups and the opportunity to develop a business plan, members learn new skills and make industry connections. November 9–11, 2026 – Boston, Massachusetts, USA | Learn more