MDRT’s signature meetings provides networking and idea-sharing opportunities that lead to personal and professional advancement. MDRT meetings bring together a community of premier financial services professionals and provide innovative content, first-class industry speakers and unparalleled networking.
Book club event Unfair Comparisons: Nuancing the Sold Not Bought Category Maria Ferrante-Schepis, MBA, CLU, a leading voice in innovation and strategy across the life insurance and financial services profession, will share fresh insights from her latest book, which explores how a human-centered mindset can reshape the way we connect with clients and drive meaningful change. Moderated by Ted Rusinoff, this discussion will inspire you to see opportunity through a new lens, gain practical ideas for communicating value and help redefine the future of the profession. Dec. 8, 2025, 12 pm Central Time – Virtual | Register
Tax Talk Join us for a dynamic, fast-paced session focused on key tax strategies for the year ahead. Two leading experts, six-year Top of the Table qualifying MDRT member Ronald E. Ruff, CPA, and Scott R. McHenry, FCA, MAAA, will each deliver a spotlight presentation, followed by interactive small-group breakout discussions. Whether you’re looking to deepen your tax expertise or discover new planning approaches, this session is packed with practical insights you can apply immediately. Jan. 12, 2026, 12 pm Central Time – Virtual | Register
Celebrate Canada membership. MDRT Canada Day is an online program open to non-members featuring dynamic speakers who will share expert insights on a variety of relevant topics. Seize this opportunity to learn strategies, ideas and best practices and take your business to the next level. Feb. 5, 2026 – Virtual
MDRT’s flagship meeting.The MDRT Annual Meeting gathers thousands of members from around the world to create an exclusive event like no other that stimulates growth through learning, networking and sharing innovative ideas. June 7–10, 2026 – Anaheim, California, USA | Learn more
A world-class meeting experience. The MDRT Global Conference 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
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. The 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