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.
Top of the Table Annual Meeting
October 6-9, 2026 – Palos Verdes, California, USA
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. Learn more
MDRT Business Performance Analysis Webinar
Thursday, October 15 – Virtual, 4:00-5:00 PM EST
Join Scott Hackworth of Industry Insights as he reviews the results of this year’s MDRT Business Performance Analysis. Hackworth will share key findings, highlight emerging trends among top-performing businesses, and provide valuable benchmarks to help you compare your practice with your peers and identify opportunities for growth. Watch for an email from MDRT with the link to join. This event is exclusively for Top of the Table and Court of the Table members.
Know Before You Go: 2026 MDRT EDGE Meeting
Monday, October 26, 2026 – Virtual, 1:00-2:00 PM EST
Join MDRT Community Leaders Jordan Cohne and Philippe D’Astous and MDRT members Brandon Wellman and Michael Haggerty for a discussion on how to make the most of your MDRT EDGE experience in Boston, with practical tips for meeting preparation, navigating event sessions, expanding your MDRT network, and getting the most value from participating in a peer group while at MDRT EDGE. While this session is geared toward first-time attendees, all registered participants are welcome to join. Watch for an email from MDRT with the link to join.
November 9–11, 2026 – Boston, Massachusetts, USA
MDRT EDGE is an intimate, hands-on meeting for U.S. and Canadian financial professionals. Learn from accomplished speakers and engage with high-performing peers as you explore strategies that impact every part of your business. You’ll leave with a focused, actionable business plan to strengthen your practice, along with meaningful professional relationships. Learn more
Post-EDGE Idea Share
Tuesday, November 17, 2026 – Virtual, 1:00-2:00 PM EST
Join MDRT Community Leaders Nathan Graff, CFP, BFA, and Jason Desaulniers, CFP, CLU, for an interactive discussion designed to keep the momentum going after the 2026 MDRT EDGE Meeting. Reflect on key takeaways, share ideas worth putting into action, and connect with fellow attendees. Following a brief group discussion, participants will move into smaller breakout rooms to exchange perspectives, discuss their MDRT EDGE experiences, and continue building meaningful MDRT connections. Bring your insights, questions, and ideas as we continue the conversation beyond Boston. Watch for an email from MDRT with the link to join.
June 6-9, 2027 – Orlando, Florida, USA
The MDRT Annual Meeting is MDRT’s flagship, industry-renowned event for financial professionals. Learn from world class speakers and connect with high-performing peers from diverse markets and practice types as you gain fresh perspectives on your business and your career. You’ll leave energized, inspired and connected to a global professional community. Learn more
August 22–25, 2027 – Singapore
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. Learn more