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Meetings

What not to miss at the MDRT Annual Meeting

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The 2026 MDRT Annual Meeting, June 7-10, in Anaheim, California, USA, is more than a conference: it’s several days of learning, connection and inspiration designed to help members grow personally and professionally. 

Featured speakers

Throughout the MDRT Annual Meeting, members can gather at the event’s largest stage, the Main Platform, for inspirational content from thought leaders. This year’s lineup includes: 

Mariana Atencio
Andrew Busch
Damon Dunn
Robert Paylor
Marc Randolph
Giselle Ugarte
  • Mariana Atencio, former NBC news TV correspondent, on how to build client trust 
  • Andrew Busch, economic futurist and former CFTC chief market intelligence officer on global market and policy trends 
  • Damon Dunn, former NFL player and entrepreneur, on leadership and strategic decision-making under pressure 
  • Dr. José M. Hernández, former astronaut, on applying lessons from his journey
  • Robert Paylor, former college athlete, on mindset and overcoming the adversity of quadriplegia 
  • Marc Randolph, co‑founder and first CEO of Netflix on innovation and entrepreneurship, in a conversation with human potential researcher Kevin Miller 
  • Eszylfie Taylor, top financial advisor, entrepreneur and MDRT member, on building a high-impact practice  
  • Giselle Ugarte, performance coach and former media host on communication, presence and leading with authenticity 





➡️ View full program





➡️Attend a pre-meeting ‘Know Before You Go’ webinar May 20, 1-1:30 pm Eastern Time





Make connections and gain specialized knowledge





Members can connect at events like Launch to Excellence and the Welcome Reception on June 7, or throughout the week in The ConneXion Zone, featuring short, focused presentations on topics ranging from technology and marketing to work‑life balance. For deeper learning, attendees can participate in more than 90 Focus Sessions — smaller, topic‑driven discussions covering areas such as finding your practice niche, multigenerational selling, and building effective referral systems.





➡️ Register 







PR consultations and how to communicate MDRT’s value to clients  













Annual Meeting PR Consultation Image








One opportunity not to miss is Elevate your story: A guide for communicating MDRT’s value to clients and peers, June 7 at 11:00 a.m., featuring Top of the Table members, Tim Daniel Clairmont, MSFS, LACP and Juli Y. McNeely, CFP, CLU, who will share how positioning MDRT as a compelling story, and not just a credential, can strengthen your success as a financial advisor. 

















Members can sign up for a PR Consultation, to practice these skills with a communications professional and gain perspective on how to clearly and confidently communicate MDRT’s value. 





➡️ Sign up for a PR consultation must be registered for the MDRT Annual Meeting










What our members say













MDRT member Irene Stolte, ChFC, CLTC, on how she benefits from attending the MDRT Annual Meeting





“The dollar amount of investment in attending an Annual Meeting is truly irrelevant in relation to the knowledge and connections you can make through this organization.” –Irene Stolte, ChFC, CLTC













MDRT Member Brandon Heckert, CFP, AAMS, on the value of the Annual Meeting





“The first time you go, you’re thinking about the airfare and the cost of the meeting. But then you realize you get one or two big ideas — that’s all it takes, just a single piece of information from that meeting — to help you become a better advisor. And you’ll make back the money you spent on the meeting itself in no time.” –Brandon Heckert, CFP, AAMS 





➡️Visit the Annual Meeting website to explore the full program and register today.









MDRT EDGE 2025 in Austin


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MDRT EDGE is an immersive, hands-on meeting exclusive to U.S. and Canadian members using focused peer group formats to build actionable business plans and create valuable networks. Complementing the MDRT Annual Meeting and Global Conference, MDRT EDGE provides a focused opportunity to learn from speakers, connect with top performers and build your business plan for the year ahead. Registrants can bring a company partner. Fuel your business with bold ideas, practical strategies and personal connections that drive meaningful growth.












Register












Frequently Asked Questions





What is the size of EDGE? MDRT EDGE hosts around 500+ attendees, providing a perfect opportunity for more intimate networking with your peers.





Who should attend? MDRT EDGE is encouraged for all members in the U.S. and Canada. Mid- and early-career members, including those building and working on their businesses may get a particular benefit from being around top performers at MDRT. And all attendees have the option to register a business partner.





Where and when is MDRT EDGE? EDGE takes places in a U.S. or Canadian city. 





Austin, Texas, USA – November 10–12, 2025
Boston, Massachusetts, USA – November 9–11, 2026





What is the format for MDRT EDGE? MDRT EDGE includes a mix of interactive workshops, keynotes from industry leaders, peer group touchpoints, workshop debriefs and a book club event featuring a renowned author — all anchored by a guided workbook to spark discussion and goal setting.





What topics are covered? Topics covered include business growth and efficiency, client advising strategies, practice management, marketing and branding, and balancing professional success with personal well-being.





Are there any takeaways from the event? Each participant will leave with an MDRT EDGE workbook that you use to create a structured business plan and goals with feedback from a curated MDRT peer group.


What is new in 2024 for the MDRT EDGE


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Bring a business partner





MDRT members are eligible to bring a business partner to MDRT EDGE. Together, they will learn, create strategies to develop their practice and implement the innovative ideas gained from MDRT EDGE into their business operations. Consider who is essential to help run your business effectively.





Recommended guests: 





    

  • Personal company chief officer (CFO, CMO, COO)
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  • Business partner
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  • Marketing lead
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  • Office manager
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The guest must be integral to your business and work in the U.S. or Canada. They will have access to the entire event and can participate in Peer Groups if you opt-in during registration. Guests cannot be MDRT Academy or MDRT Center for Field Leadership members. Member and guest fees are the same, with a limit of one guest per MDRT member attendee.





This is a fantastic opportunity to share the MDRT EDGE experience with someone crucial to your business success. Don’t miss out on this chance to grow and succeed together.





MDRT Academy and MDRT Center for Field Leadership are welcome





MDRT Academy and MDRT Center members from the U.S. and Canada are eligible to attend the 2024 MDRT EDGE. Academy and Center members will have access to the entire event. They are not eligible to bring a guest.





Learn more about MDRT EDGE and register before October 14, 2024.







Join us for MDRT’s 2024 meetings


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We look forward to having you or your team attend the 2024 MDRT meetings! Check out this year’s new and exciting locations for members to gather with their peers and share knowledge and business tips to meet their goals and increase their success.





    

  • MDRT Annual Meeting: Gather with us in Vancouver, BC, Canada from June 9-12, 2024.
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  • MDRT Global Conference: Join our global community in Dubai, UAE from August 27-30, 2024.
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  • Top of the Table Annual Meeting: For those who have reached this highest level of MDRT membership status, this exclusive meeting takes place in Kohala Coast, Hawaii from September 25-28, 2024.
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  • MDRT EDGE: This meeting is exclusive to our members in the U.S. and Canada. Head to Atlanta, Georgia from November 4-6, 2024.
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2024 meetings






Be sure your team are 2024 MDRT members to become eligible to attend our meetings throughout the year. Visit our website to apply for membership by March 1, 2024, to avoid the late fee.


Speakers to see at MDRT EDGE 2023


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Have your team join us in Orlando to hear from inspirational and visionary leaders whose insight will help grow the business and empower them to increase sales.












Curtis V. Cloke, LUTCF, RICP
Winning attraction to engage retirement clients





Cloke is a professor for The American College of Financial Services, providing expertise as a retirement income expert, trainer and professional keynote speaker. He will explain how to motivate clients to meet with you and how to create an emotional and emphatic connection that moves them to take action on your recommendations.
















Bill Cates
Multiply your ideal clients for exponential growth





An expert in client attraction and engagement, Cates has been educating professionals for more than 25 years on how to grow business. Learn more as he provides a wealth of ideas and value about what other top advisors are doing to attract more of the right clients.
















Rachel Tobac
How AI has changed the way I hack





A renowned hacker and CEO of SocialProof Security, Tobac helps professionals and companies keep data safe by training and testing them on social engineering risks. She will give you the best advice surrounding cybersecurity practices.









Don’t miss these industry leaders as they reveal powerful knowledge and insight.







Register your team now












Engage – Develop – Grow – Empower





Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!


Registration for the 2023 MDRT EDGE is now open


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2023 MDRT EDGE
Engage – Develop – Grow – Empower










We are thrilled to announce that advance registration is now open for the highly anticipated 2023 MDRT EDGE, November 1–3, in Orlando, Florida, USA.





The 2023 MDRT EDGE will bring together industry leaders, thought-provoking speakers, and cutting-edge insights to provide advisors with invaluable local networking and professional opportunities.





Have those on your team register now to immerse themselves in the business and build a competitive edge for 2024.





Advance Registration Fee:
August 1 – September 4, 2023
USD 995		General Registration Fee:
September 5 – October 4, 2023
USD 1,095







Learn more and register












Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!








What members can expect from the 2023 Annual Meeting


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The 2023 MDRT Annual Meeting has an abundance of opportunities to offer members. Have your advisors join us in Nashville, Tennessee, USA, for the chance to network, learn and grow all week long.





Events to look forward to:





    

  • The Opening Ceremony is an exclusive event that will captivate you! 
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  • The ConneXion Zone offers more than 50 quick-hit presentations and a variety of fun activities to network with fellow members.
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  • Focus Sessions are designed to spark new ideas and provide solutions to your challenges.
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  • Special Sessions provide exclusive content for first-time attendees as well as Court of the Table, Top of the Table and Global Services members.
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  • Main Platform offers inspirational content from outstanding member speakers and industry leaders.
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Check out the 2023 MDRT Annual Meeting website to uncover more details about the program and schedule.





General registration pricing of USD 1,095 will end on June 12, 2023. Save now before prices go up on June 13, 2023, to USD 1,195.







Has your team registered yet?




Registration is open for the 2022 MDRT EDGE


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Take a deep dive into your business in Orlando, Florida, November 7–9. Exclusive to U.S. and Canadian members, MDRT EDGE is the perfect event for your advisors to share tips and pave the way to success next year.





During this innovative MDRT event, members will:





  • Meet like-minded U.S. and Canadian members to push them to the next level 
  • Gain practical takeaways that will help them plan for the future 
  • Take the time to think strategically





Learn more about the meeting and registration. Bring your team to MDRT EDGE 2022!







MDRT EDGE information







Review MDRT’s Health & Safety Protocols.


Your top advisors can now register for the 2022 Top of the Table Annual Meeting


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The 2022 Top of the Table Annual Meeting is this October 19-22, at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA. Top of the Table members will engage with masters in the profession to learn and be inspired by one another. They’ll spend this designated time with fellow experts to share and celebrate success together.












Register here







Advance Registration Fee:

July 14, 2022 –
August 24, 2022
USD 995		General Registration Fee:

August 25, 2022 –
September 19, 2022
USD 1,095
This meeting is for Top of the Table members only.





Review MDRT’s Health & Safety Protocols.


2022 Global Conference registration is open


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If your advisors don’t have the opportunity to attend the 2022 Annual Meeting, the 2022 MDRT Global Conference is now open for registration. The meeting will be held from August 28-31, 2022 in Sydney, Australia. 






Global Conference






MDRT members who attend will hear from inspiring leaders and learn the latest global trends. If you’re interested in sending your team or have members interested in attending, learn more and register online.







Register today







Review MDRT’s Health & Safety Protocols.