2024 Top of the Table Annual Meeting

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000
DAYS to go
September 25 – 28, 2024 
DURATION: 4 DAYS
Fairmont Orchid, Hawaii,
on the Kohala Coast

The meeting that brings together MDRT’s highest achievers

The 2023 Top of the Table Annual Meeting in Naples, Florida, USA, was a wonderful success. Your participation, contribution and enthusiasm made this a very memorable event.

See spectacular moments from the 2023 event here:

Continue to foster deep engagement with the brightest in the business

We look forward to seeing you at the next meeting! Be sure to add the 2024 Top of the Table Annual Meeting to your calendar now so you can join us at the Fairmont Orchid, Hawaii, on the Kohala Coast, September 25–28, 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 Top of the Table Annual Meeting takes place at a majestic and luxurious oasis on the Big Island of Hawaii! , the Fairmont Orchid, Hawaii, on the Kohala Coast, where you will network, learn and grow, and then slip into ultimate relaxation or adventure — or both!

Welcome to Top of The Table Text Here
Make dinner reservations today via Open Table or Resy or reach out to the hotel concierge for assistance at +1 (805) 968 0100.

2021 MDRT Annual Meeting Virtual Event

The 2021 MDRT Annual Meeting Virtual Event is the ultimate resource for leading financial services professionals to network, learn and enhance their businesses. It is where expertise, trends and tools come to life in a unique and exciting virtual experience to create more connections, strengthen your relationships and inspire you to nurture and expand your business. 

Virtual Event Tutorial Video
Registration is closed

Thank you for your interest in the 2022 Top of the Table Annual Meeting. Registration is now closed. Mark your calendars for next year’s Top of the Table celebration, October 11-14, 2023, in Naples, Florida, USA!
2023 Top of the Table Annual Meeting
Call for Speakers


Instructions to submit a successful speaker proposal

Annual Meeting Schedule

WEDNESDAY,  OCTOBER 11

7:00 a.m. – 2:30 p.m.
GOLF TOURNAMENT
(Optional - at an additional cost)
7:30 – 9:30 a.m.
5K FUN RUN/WALK
Advance registration required  - no fee
8:30 – 11:45 a.m.
THE MOUND KEY EXPEDITION
Pre-Paid event, advance registration required.
11:45 a.m. – 4:30 p.m.
EXPERIENCE NAPLES
Pre-paid event, advance registration required.
1:00 – 6:30 p.m.
REGISTRATION, MDRT MEMBER BENEFITS, MDRT STORE, MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN
1:00 – 6:30 p.m.
RESTAURANT RESERVATIONS OPEN
5:30 - 6:30 p.m.
FIRST TIME EXPERIENCE
(Closed event-by invitation only)
6:30 - 9:30pm
WELCOME EVENT
Note:  Schedule is subject to change.

THURSDAY, OCTOBER 12

7:00 a.m. – 5:00 p.m.
REGISTRATION, MDRT MEMBER BENEFITS, MDRT STORE, MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN
7:00  – 8:15 a.m.
NETWORKING BREAKFAST
8:30 - 12:00 p.m.
MAIN PLATFORM
Inspiring sessions to reveal best business practices, to motivate, to uncover innovative solutions, offer economic overviews, trending technology and to emphasize whole person.

Diana Chao

Fostering connection and support by writing to strangers

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Dr. Magie Cook, LL.D.

Overcome any adversity and fulfill your unlimited potential

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Rickson Joel D'Souza

Chasing and achieving impossible goals

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Vijay K. Khetarpal, AIF, CFP

Adjusting your word choice to optimize outcomes

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Sebastian Terry

The passion effect: Create a bucket list and change the world

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Jason L Smith

Building a legacy: implementing a career path and compensation program

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Joel Zeff

Emcee

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10:10 - 10:25 a.m.
COFFEE BREAK
10:00 a.m. – 5:00 p.m.
RESTAURANT RESERVATIONS OPEN
12:00 – 1:15 p.m.
NETWORKING LUNCH
1:15 – 2:00 p.m.
AFTERNOON SESSION
More technical in nature, these sessions offer educational content to help you stay on top of your game, professionally and personally.

Diana Chao

Supporting ourselves and each other during life challenges

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Rickson Joel D'Souza

Chasing and achieving impossible goals

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Sebastian Terry

How to take action now on your bucket list

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Tristan Karl Robert Hartey, BA(Hons), DipFA

Get recruitment right!

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2:00 – 2:30 p.m.
COFFEE BREAK
2:30 – 3:15 p.m.
AFTERNOON SESSIONS
More technical in nature, these sessions offer educational content to help you stay on top of your game, professionally and personally.

Dr. Magie Cook, LL.D.

Mindful success: How to use your mind to transform your life

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Paramjit Singh Sarai

5 lessons for my younger self

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Jason L Smith

Building a legacy: implementing a career path and compensation program

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3:30 – 4:30 p.m.
THE DAILY DEBRIEF
OPEN EVENING
8:30 – 10:00 p.m.
SWEET AND GREET
Note:  Schedule is subject to change.

FRIDAY, OCTOBER 13

7:00 a.m. – 5:00 p.m.
REGISTRATION, MDRT MEMBER BENEFITS, MDRT STORE, MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN
7:00 – 8:15 a.m.
NETWORKING BREAKFAST
8:30 a.m. – 12:00 p.m.
MAIN PLATFORM
Inspiring sessions to reveal best business practices, to motivate, to uncover innovative solutions, offer economic overviews, trending technology and to emphasize whole person.

Lisa Bodell

Killing complexity: Why simple wins

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Sol Hicks

Motivation: There's Room at the Top

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Dr. David Kelly

Global economic and market outlook

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Dale W. Martin, CLU, ChFC

Touchpoints, the people and events that shape who you are

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Ryan J. Pinney, LACP

Elevating life insurance: Personalized client connections with AI-powered CRM

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Aurora L. Tancock, FLMI, CFP

What I learned from the 2022 MDRT Benchmarking Survey

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Dr. Karen Wolfe

The healthy entrepreneur: taking care of your No. 1 profit center

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10:00 – 10:30 a.m.
COFFEE BREAK
12:00 – 1:15 p.m.
NETWORKING LUNCH
1:15 – 2:00 p.m.
AFTERNOON SESSION
More technical in nature, these sessions offer educational content to help you stay on top of your game, professionally and personally.

D. Kyle Atkins, CLU, CFP

Benchmarking Open Session

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Martin Dodd, AFPC, CFP

Developing and growing your business in the new digital world

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David F. Keefe III, CLU, ChFC

How to 10x your financial plan fees and create massive value for clients and prospects

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Bryson Milley, CFP, CIM

Business Continunity Open Session

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Marc A. Silverman, CFP, ChFC

Succession or cessation: The choice is yours

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Donald F. White Jr., CLU, ChFC

Succession or cessation: The choice is yours

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2:00 - 2:30 p.m.
COFFEE BREAK
2:30 - 3:15 p.m.
AFTEROON SESSION
More technical in nature, these sessions offer educational content to help you stay on top of your game, professionally and personally.

Bryan J. Bibbo, AIF

High-touch client engagement strategies that generate referrals

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Leanne Barbara Bull, CFP, Dip FP

How to create a long waitlist of quality referrals

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Timothy Daniel Clairmont, CFP, MSFS

High-touch client engagement strategies that generate referrals

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Jason L Smith

High-touch client engagement strategies that generate referrals

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Aleen M. Swofford, CLU, ChFC

High-touch client engagement strategies that generate referrals

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3:30 - 4:30 p.m.
THE DAILY DEBRIEF
6:30 - 10:00 p.m.
DINNER DANCE
Note:  Schedule is subject to change.

SATURDAY, OCTOBER 14

7:00 a.m. – 12:00 p.m.
REGISTRATION, MDRT MEMBER BENEFITS, MDRT STORE, MDRT FOUNDATION AND INSTANT RECORDING BOOTHSOPEN
7:00 –  8:15 a.m.
NETWORKING BREAKFAST
9:00 a.m. -11:30 a.m.
MAIN PLATFORM
Inspiring sessions to reveal best business practices, to motivate, to uncover innovative solutions, offer economic overviews, trending technology and to emphasize whole person.

Clint Pulver

I love it here: how great leaders create organizations their people never want to leave

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Gino Wickman

The 10 disciplines for managing and maximizing your energy

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11:30 a.m.
MEETING ADJOURNED
Note:  Schedule is subject to change.

Optional and Unique Experiences

Unique Experiences
Unique Experiences

MDRT Store

The  MDRT Store showcases the best educational resources in the industry. Visit  the Store on-site at The Ritz-Carlton, Naples, or online  at mdrtstore.org to  find books, meeting exclusives, plaques, apparel and more MDRT-branded  items.

The MDRT  Store will not accept cash or process
any cash transactions during the  meeting.

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 Global Services. This is also where you can access the MDRT Store  kiosk to shop online for educational materials, MDRT products, plaques and  other merchandise to ship directly to your home or office.

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 website to learn how to  
donate, volunteer or apply for a grant.

Join us in Naples
Registration opens March 22, 2022

Registration
Thank you for your interest in the 2023 Top of the Table Annual Meeting. Registration for the meeting is currently full. If you would like to receive notice of a change in availability, please use this link to email your request.

Advance Registration
Fee:

July 25 (10 a.m. CT) -
August 28 (11:59 p.m CT)
USD
995
Register Now

General Registration
Fee:

August 29 (12 a.m. CT) -
September 25 (11:59 p.m CT)
USD
1,095

On-Site Registration
Fee:

On or after
September 26 (12 a.m. CT)
USD
1,195

Guest Registration Fee

Guests  must be registered at the same time as Top of the Table member registration.
USD 495
Fee includes: all sessions, programs, networking events and designated meal functions.
Registrations will be processed on a first-come, first-served basis. Register early, as it is possible for the Top of the Table Annual Meeting to reach capacity prior to the registration deadline.

Registration cancellation and refund policy

Maximum capacity is 250 Top of the Table members. Register early to get your spot!Meeting registration cancellation for the Top of the Table Annual Meeting must be  received by written notice to be eligible for any type of refund. The Top of  the Table Annual Meeting registration refund policy is as follows:
Cancellations postmarked or received by email at tot@mdrt.org on or before August 28, 2023, will receive a full refund, less  a USD 100 administrative fee.
Cancellations  postmarked or received by fax, August 29 – September 12, 2023, will receive a  50% refund, less a USD 100 administrative fee.
Cancellations  postmarked or received by fax after September 12, 2023, will not receive a  refund.

Become a member now
Visa Information & Letter of Invitation
If you are coming from outside the U.S., .
Visa Denial
MDRT will not process refunds for visa denials received after September 12. Members who are denied a U.S. visa are eligible to receive a full refund for the meeting registration fee only if official documentation of their visa denial is provided to MDRT at by September 12. MDRT cannot process refunds for visa denials after this date. Visa denial letters must be submitted individually.

Member Registration Fee

Health and Safety

Health and Safety Protocols

MDRT considers the safety of our members our top priority and will continue to follow guidance from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC) to host an in-person event that is safe for all in attendance. Therefore, adherence to health and safety protocols will be mandatory.



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