Engage

Develop

Grow

Empower

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Register now
000
DAYS to go
November 4–6, 2024
DURATION: 3 DAYS
Atlanta, Georgia, USA
Atlanta Marriott Marquis

The 2024 MDRT EDGE is where excellence meets opportunity

Thank you to everyone who attended the 2023 MDRT EDGE in Orlando, Florida, USA. Your participation and enthusiasm made it a valuable and unforgettable experience!

Access this photo gallery to see moments from the 2023 MDRT EDGE!

Join your peers in Atlanta to Engage, Develop, Grow and Empower!

Now is the time to mark your calendars for the 2024 MDRT EDGE, in a city known for its vibrant energy and culture — Atlanta, Georgia, USA.    Join your peers from the U.S. and Canada, November 4–6, 2024.

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

Read about the topics explored at this year’s meeting on the . Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.

Explore

The 2024 MDRT EDGE takes place in one of the most dynamic cities in the U.S. — Atlanta, Georgia. , discover and experience everything this thriving destination has to offer.

Member Testimonials

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Author Name

Former VP of ads at Company

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Author Name

Former VP of ads at Company

Schedule

Advance Registration opens August 9, 2022

Wednesday, November 1

8 a.m. – 5:30 p.m.
8 – 11 a.m.
12:30 p.m.
1 – 5 p.m.
5:30 – 6:30 p.m.
Note: Schedule is subject to change.

Thursday, November 2

7 a.m.
7 a.m. – 5 p.m.
8 a.m. – 4 p.m.
11:15 a.m. - 12:30 p.m.
4:30 – 5:30 p.m.
Note: Schedule is subject to change.

Friday, November 3

7 a.m.
7 a.m. – 12 p.m.
8 – 11 a.m.
Note: Schedule is subject to change.

Program

MDRT EDGE Program

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  • Advising Clients

    Attendees will learn to better determine clients’ needs, establish trust and recommend appropriate solutions to increase their assets.

  • Practice Management

    In these sessions, MDRT EDGE participants will learn best practices to run their businesses efficiently and provide excellent client service.

  • Marketing

    Strategic processes and activities to promote business products and services to specific markets will be featured in these sessions, which will also touch on establishing a brand identity and value proposition.

  • Whole Person

    MDRT members can find the elements for balance that will enhance career performance and enrich personal lives in these presentations.

  • Anchor Sessions

    These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE App.

  • EDGE Peer Group

    Peer Groups are designed to position you with other members who will help you grow and get the most out of the MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.

  • Workshops

    Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small-group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop Sessions to attend.

  • Member Sessions

    Member Sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about ways to implement creative ideas and boost your production levels.

Meeting Registration

On-site registration will not be available.

Priority Registration

July 25 – July 31, 2023
USD
995
(All funds must be in U.S. dollars USD). 
Register Now
  • Admittance to all sessions
  • Optional EDGE Peer Group Discussions matching for members who opt in
  • Lunches, Meal Breaks and Welcome Reception

Advance Registration

August 1 – September 4, 2023
USD
995
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception
Registrations will be processed on a first-come, first-served basis. Register early, as it is possible for the MDRT EDGE to reach capacity prior to the registration deadline.

Registration cancellation and refund policy

Registration cancellation requests must be emailed to Maritz at mdrtedge@maritz.com to be eligible for a refund.
  • Cancellation requests received on or before October 4, 2023: 100% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received October 5 – October 17, 2023: 50% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received on or after October 18, 2023: No refunds

Registration questions

Maritz Global Events manages registration for the 2023 MDRT EDGE.
Contact Maritz regarding questions about your registration:
Email: mdrtedge@maritz.com
Phone: +1 (864) 699-0715

Access MDRT

MDRT Member
Benefits Booth  

Visit the MDRT Member Benefits Booth to learn about everything MDRT has to offer. Get a tutorial of the MDRT App, discover valuable content on mdrt.org, and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. All MDRT members are eligible to endorse a charity to receive grant funding through the Global Grants Program. Visit the MDRT Foundation Booth to learn more.

MDRT Store

The MDRT Store showcases the best educational resources in the industry. Visit the Store kiosk or online at mdrtstore.org to find books, plaques, apparel and more MDRT-branded items.

Anchor  Sessions

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

EDGE Peer Group

Peer Groups are designed to position you with other members who will help you grow and get the most out of MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.

Workshops

Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop sessions to attend.

Member Quick Hits

Quick-hit sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about ways to implement creative marketing techniques, turn transactional clients into planning clients and boost your production levels.

Networking Opportunities

Foundation

The MDRT Foundation is proud to partner with New Image Youth Center (NIYC) for the 2023 MDRT EDGE

In 2004, 21-year-old Dr.Shanta Barton-Stubbs saw a need to support youth in a neighborhood where crime, drug abuse, and homelessness are commonplace. That first summer, she started with 8 youth, $1500 of her personal savings, and a handful of used board games. Today, New Image Youth Center is a consistent presence in the lives of youth and their families  -- at no cost.

NIYC is one of the longest-serving youth organizations in the Orlando-Parramore community.   EDGE attendees will hear from Dr. Shanta Barton-Stubbs as an anchor speaker and will have the opportunity to participate in a service project.

Speakers

Advance Registration opens August 9, 2022

Shantá Barton-Stubbs
Kaplan Mobray
Sebastian Terry
John R. Benton, ChFC, CLTC
John R. Benton, ChFC, CLTC
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Mark Bowden
Mark Bowden
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Tim Clairmont, CFP, MSFS
Tim Clairmont, CFP, MSFS
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Maria Ferrante-Schepis
Maria Ferrante-Schepis
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Todd Fithian
Todd Fithian
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Sheri Fitts
Sheri Fitts
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Stephen Kagawa, FSS, LUTCF
Stephen Kagawa, FSS, LUTCF
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R.J. Kelly, ChFC, CLU
R.J. Kelly, ChFC, CLU
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Juli McNeely, CFP, CLU
Juli McNeely, CFP, CLU
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Sam Richter
Sam Richter
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Paresh B. Shah, CFP
Paresh B. Shah, CFP
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Aurora L. Tancock, CFP, FLMI
Aurora L. Tancock, CFP, FLMI
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Sim Gakhar, CHS, BSc
Sim Gakhar, CHS, BSc
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Jennifer Mann, CFP, MBA
Jennifer Mann, CFP, MBA
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Pamela Sams, CRPC
Pamela Sams, CRPC
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Sponsors

AriseHealth logoOE logo2020INC logoThe Paak logoEphicient logoToogether logo