2025 Top of the Table Annual Meeting

Register Now
000
DAYS to go
October 22–25, 2025
DURATION: 4 DAYS
Scottsdale, Arizona, USA
000
DAYS to go
September 25 – 28, 2024 
DURATION: 4 DAYS
Fairmont Orchid, Hawaii,
on the Kohala Coast

Reflect, connect and share your best

As we anticipate the 2025 meeting in Scottsdale, Arizona, see these highlights from the 2024 meeting on the Kohala Coast of Hawaii.

  • Hear from captivating speakers who inspire.
  • Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
  • Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
  •  Lock in best practices to bring back to your workplace so you and your business thrive.

What’s next?

Plan now for the 2025 Top of the Table Annual Meeting to celebrate your achievements and connect with the best, all while taking in the upscale amenities, outdoor adventures and exceptional scenery Scottsdale, Arizona, has to offer.

  • Hear from captivating speakers who inspire.
  • Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
  • Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
  •  Lock in best practices to bring back to your workplace so you and your business thrive.

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

Be part of a community of global financial professionals by attending MDRT meetings and events, accessing the Member Directory, joining the MDRT Mentoring Program and engaging as a volunteer. Learn more at .

Explore

Get ready for the 2025 Top of the Table Annual Meeting in a place that offers 330 days of clear skies and warm weather — Scottsdale, Arizona, USA. Explore, discover and enjoy all the incredible adventures this city has waiting for you. Start planning now for this special event, October 22–25, 2025.

Become an MDRT member now

Schedule

WEDNESDAY,
SEPTEMBER 25
THURSDAY,
September 26
FRIDAY,
SEPTEMBER 27
SATURDAY,
SEPTEMBER 28

WEDNESDAY, SEPTEMBER 25, 2024

6:30 a.m. – 1:30 p.m.
GOLF TOURNAMENT

(Pre-paid event, advanced registration required)

7 – 8 a.m.
Seaside Yoga

(Advanced registration required)

8:15 a.m. – 12:45 p.m.
Catamaran Sail & Snorkel

(Pre-paid event, advanced registration required)

8:30 a.m. – 2 p.m.
Service Project with the MDRT Foundation and HIP Agriculture

(Pre-paid event, advanced registration required)

1 – 6:30 p.m.
REGISTRATION/MDRT MEMBER BENEFITS/MDRT STORE/MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN

(no sessions this day)

1 – 6:30 p.m.
RESTAURANT RESERVATIONS OPEN
6 – 7 p.m.
FIRST-TIME EXPERIENCE

(Closed event, by invitation only)

7 – 10 p.m.
WELCOME EVENT

THURSDAY, SEPTEMBER 26, 2024

7 a.m. – 5 p.m.
REGISTRATION/MDRT MEMBER BENEFITS/MDRT STORE/MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN
7 – 8:15 a.m.
NETWORKING BREAKFAST
8:30 a.m. – 12 p.m.
MAIN PLATFORM

Chad Willardson, AWMA, CRPC

Elevate your business and your brand through social media marketing

Dewitt Jones

Extraordinary visions

Laura Gassner Otting

Limitless: Bringing everything we are to everything we do

HIP Agriculture

Take care of the land, and the land will take care of you

Stephen Kagawa, FSS, LUTCF

Bringing aloha to financial advising

Chris George, CFP, TEP

Turn objectors into advocates

10 – 10:30 a.m.
COFFEE BREAK
10 a.m. – 5 p.m.
RESTAURANT RESERVATIONS OPEN
12 – 1:15 p.m.
NETWORKING LUNCH
1:15 – 2 p.m.
AFTERNOON SESSIONS

Chad Willardson, AWMA, CRPC

How to exponentially grow your business while relaxing on the beach

Nobuyuki Takatsuka

Strengthen your advice to consistently qualify for Top of the Table

Nicholas Palumbo

Driving my Ferrari with two flat tires

Laura Gassner Otting

Wonderhell: Turning limitations into invitations

2 – 2:30 p.m.
COFFEE BREAK
2:30 – 3:15 p.m.
AFTERNOON SESSIONS

Adelia C. Chung, CLU, ChFC, Brian D. Heckert, CLU, ChFC, Randy L. Scritchfield, CFP, LUTCF & Stephen Kagawa, FSS, LUTCF

Tips from the top

Mark D. Olson,CFP, MSFS

To fee or not to fee, that is the question: Getting people to pay you for advice

Scott A. Fligel, CFP, ChFC

Processes to make Top of the Table every year

3:30 – 4:30 p.m.
THE DAILY DEBRIEF
OPEN EVENING FOR DINNER
8:30 – 10 p.m.
SWEET AND GREET

FRIDAY, SEPTEMBER 27, 2024

7 a.m. – 5 p.m.
REGISTRATION/MDRT MEMBER BENEFITS/MDRT STORE AND INSTANT RECORDING BOOTHS OPEN
7 – 8:15 a.m.
NETWORKING BREAKFAST
7:30 – 8:15 a.m.
MDRT FOUNDATION INNER CIRCLE SOCIETY BREAKFAST

(Invitation only)

8:30 a.m. – 5 p.m.
MDRT FOUNDATION BOOTH OPEN
8:30 a.m. – 12 p.m.
MAIN PLATFORM

Kyle Scheele

Becoming an idea factory: How to turn yourself (and your organization) into an innovation machine

Helen Jayne West, APFS

3 tips to stay on Top

Jon Gordon

One truth: Merging mindset and action into a consistent, thriving culture

Paresh B. Shah, CFP

Proactive calling helps retain clients and generate new business

Dr. Adam Fraser

The Third Space: The key to behavioral agility

Gareth James Chalk, Dip PFS

Revolutionizing efficiency and engagement: AI and automation in financial planning

Amanda Cassar, MFP, AFP

Changing clients’ lives with the vision, commitment and action plan

10 – 10:30 a.m.
COFFEE BREAK
12 – 1:15 p.m.
Networking Lunch
1:15– 2 p.m.
AFTERNOON SESSIONS

Jon Gordon & Kathryn Gordon

Best practices that drive relationship grit and long-term connection

Marta Borbala Kiraly

Social media mastery for the HNW: Innovative, AI-driven LinkedIn prospecting and social media tools

Adrian George, CFP, TEP

Tell your story to your chosen market

Gareth James Chalk, Dip PFS

Deeper Dive: Revolutionizing efficiency and engagement: AI and automation in financial planning

2 – 2:30 p.m.
COFFEE BREAK
2:30 – 3:15 p.m.
AFTERNOON SESSIONS

Ryan Pinney, LACP & Shawn Bellefeuille, CFP, CLU

Unlock success: How the MDRT Academy skyrockets junior advisor performance and transforms your practice

Dr. Adam Fraser

Sustain high performance and overcome burnout through micro-recovery

Alessandro M. Forte, FCII, CFP

How to write mega-cases

3:30 – 4:30 p.m.
THE DAILY DEBRIEF
6:30 – 10:30 p.m.
RECEPTION AND DINNER DANCE

SATURDAY, SEPTEMBER 28, 2024

7 a.m. – 12 p.m.
REGISTRATION/MDRT MEMBER BENEFITS/MDRT STORE/MDRT FOUNDATION AND INSTANT RECORDING BOOTHS OPEN
7:30 – 8:45 a.m.
NETWORKING BREAKFAST
9 – 11:30 a.m.
MAIN PLATFORM

Josh Sundquist

One more thing, one more time

Jeremy Poincenot

Turn limiting beliefs into limitless opportunities

Shawn Kanungo

Harnessing AI: Strategy in a world of disruption

10:10  – 10:30 a.m.
COFFEE BREAK
11:30 a.m.
MEETING ADJOURNED

Program

MAIN PLATFORM
Afternoon Sessions

Inspiring sessions that reveal best business practices, uncover innovative solutions, offer economic overviews, discuss trending technology and  encourage work-life balance.

*These sessions are interpreted in all languages.

A variety of engaging presentation formats offered in 45-minute segments and open to all attendees.

Focus Sessions are more technical in nature and offer educational content to help you stay on top of your game, professionally and personally.

Open Sessions create an environment for brainstorming and sharing best practices in a relaxed, conversation-style setting.

Deeper Dives deliver bonus content from exceptional Main Platform speakers.

Registration

Thank you for your interest in the 2024 Top of the Table Annual Meeting

Maximum capacity is 250 Top of the Table members. Register early to get your spot!Registration for the meeting is currently full. If you would like to receive notice of a change in availability, please email your request to .

Maximum capacity is 250 Top of the Table members. Register early to get your spot!This meeting is exclusively for Top of the Table members and their guests. The registration fee includes all sessions, programs, designated meal functions and events. Each Top of the Table member can register one guest at an additional cost; guest information must be provided at the time of registration. A guest is defined as a spouse, significant other, parent or child over the age of 21. If your guest is also a Top of the Table member, they must pay the full member registration fee as per our policy -- Top of the Table members are not considered guests. Please note that MDRT members who are not a spouse, significant other, parent or child over the age of 21 are not eligible to attend as a guest.

Recommended

Advance Registration Fee

July 9 – August 12, 2024
10:00am CST
USD
1,250

Guest Registration Fee

USD
625
Fee includes all sessions, programs, networking events and designated meal functions.  Be sure to register for guest events on-site at the registration counter.  Space is limited.
Register now

General Registration Fee

August 13 – September 9, 2024
10:00am CST
USD
1,350

Guest Registration Fee

USD
725
Fee includes all sessions, programs, networking events and designated meal functions.  Be sure to register for guest events on-site at the registration counter. Space is limited.

On-Site Registration Fee

On or after September 10, 2024
10:00am CST
USD
1,450

Guest Registration Fee

USD
825
Fee includes all sessions, programs, networking events and designated meal functions.  Be sure to register for guest events on-site at the registration counter.  Space is limited.

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 on or before August 23, 2024, will receive a full refund, less a USD 100 administrative fee.
  • Cancellations postmarked or received by email at  August 24 through September 10, 2024, will receive a 50% refund, less a USD 100 administrative fee.
  • Cancellations postmarked or received by email at after September 11, 2024, will not receive a refund.
  • Prepaid events: No refunds August 23 and after.
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.

Networking

Golf Tournament
Seaside Yoga
Catamaran Sail and Snorkel
Service Project with the
MDRT Foundation and
HIP Agriculture
First-Time Experience
Welcome Event
Networking
Breakfasts and Lunches
The Daily Debrief
Open Evening
Sweet and Greet
Reception and Dinner Dance

Wednesday, September 25

6:30 a.m. – 1:30 p.m.

USD 253 per person (includes cart with GPS system, transportation to/from the club and the Fairmont Orchid, breakfast, lunch and beverage cart)
Clubs are available to rent at an additional cost of USD 85.

Mauna Lani Golf

Prepaid event, advance registration is required.

Elevate your meeting experience with a round of golf on Hawaii's Mauna Lani Golf Course, a stunning blend of natural beauty and challenging play! The South Course embodies a backdrop of ocean views, tall palms and ancient lava fields. With fairways winding through views of mountains and greens perched above the Pacific, the course is a testament to the beauty of Hawaii.  

Shuttle will depart from the group entrance, which is to the right of the Fairmont Orchid's lobby at 6:30 a.m. Golf clubs must be brought to the bus by the golfer and will be loaded onto the shuttle before departure.

Due to required guarantees, cancellations must be received in writing to MDRT () on or before August 23, 2024, to receive a refund.

No refunds will be given for cancellations received after August 23, 2024.

No refunds will be given for no-shows.

Wednesday, September 25

(Advanced registration required)

7 – 8 a.m.

Begin your day with a seaside yoga class that is a perfect combination of alignment, breathing and heightened self-awareness through a full range of poses.  Seaside yoga is great for beginners and experienced yogis alike.

Wednesday, September 25

8:15 a.m. – 12:45 p.m.

USD 255 per person (includes snorkel equipment, crew-led instruction, flotation devices, beach towels, transportation to and from the hotel, lunch and beverages)

Sail through clear, blue Pacific waters on Seasmoke, a 58-foot luxury catamaran. This adventure takes you to a premier dive location where you will discover a plethora of creatures, including the rainbow striped butterfly fish, Moorish idol and green sea turtle. Don’t be surprised to find dolphins riding in the Seasmokes’s bow waves! This 3-hour private charter includes snorkel equipment, crew-led instruction, lunch and beverages.

Be prepared to be in the sun, on water all day with a hat, sunglasses, reef-safe sunscreen, and to keep cell phones and cameras in a waterproof bag. Passengers boarding will be transported using a smaller boat from the loading platform, so participants must be able to navigate between two vessels.

Due to required guarantees, cancellations must be received in writing to MDRT () on or before August 23, 2024, to receive a refund.

No refunds will be given for cancellations received after August 23, 2024.

No refunds will be given for no-shows.

Wednesday, September 25

8:30 a.m. – 2 p.m.

USD 25 per person (includes transportation, lunch and t-shirt)

Through farming and hands-on education, Hawai’i Institute of Pacific Agriculture (HIP Agriculture) takes a regenerative approach to land stewardship that honors indigenous wisdom, local food sovereignty, and the transformational power of giving back to the Earth. Located in beautiful and historic North Kohala, HIP Agriculture operates a nonprofit sustainable farm that cultivates traditional Polynesian crops and provides nourishment to the local community.

Volunteers will build trails, help remove invasive species that threaten the farm’s productivity, plant fruit-bearing trees to increase food security for the local community and plant ecological river system buffer plants to control erosion.  Additionally, volunteers will enjoy learning from HIP Agriculture founders, Dash and Erika Kuhr. Dash will lead efforts on the farm, and Erika, a trained chef, will engage volunteers with a cooking lesson to help prepare the group meal.

Through farming and hands-on education, Hawai’i Institute of Pacific Agriculture (HIP Agriculture) takes a regenerative approach to land stewardship that honors indigenous wisdom, local food sovereignty, and the transformational power of giving back to the Earth. Located in beautiful and historic North Kohala, HIP Agriculture operates a nonprofit sustainable farm that cultivates traditional Polynesian crops and provides nourishment to the local community.

Wednesday, September 25

Invitation only

6 – 7 p.m.

If this is your first Top of the Table Annual Meeting, please join us at a special orientation reception designed specifically for first-time attendees and their guests. It is the perfect opportunity to get to know other members, including Advisory Board and committee members, in a relaxed and friendly atmosphere. You will be able to mingle, make new connections and learn more about what to expect while attending the meeting. We can't wait to help you make the most of what promises to be an incredible experience!

Wednesday, September 25

7 – 10 p.m.

When is the last time you attended a beach party? Bring your guest to the Welcome Event — the perfect opportunity to meet and mingle in a relaxed setting. Don’t miss this memorable kickoff to the week, where fun and networking blend seamlessly. Be sure to dress for the beach! 

Thursday, September 26 — Breakfast/Lunch

Friday, September 27 — Breakfast/Lunch

Saturday, September 28 — Breakfast

See schedule for times

Start your day off right with a delicious hot breakfast buffet, freshly brewed coffee and plenty of opportunities to network with your peers. Join us on Thursday, Friday and Saturday mornings to fuel up for the day ahead.

During lunchtime on Thursday and Friday, continue the conversation over a delectable buffet. Enjoy a variety of options to satisfy any craving and engage in lively discussions with fellow Top of the Table members and their guests.

These networking opportunities are an integral part of your overall meeting experience, and we encourage you to take full advantage of them.

Thursday, September 26 and Friday, September 27

3:30 – 4:30 p.m.

After a long day of learning, take some time to unwind and connect with fellow members outdoors. Join us for the Daily Debrief, a designated time for attendees to come together on Thursday and Friday evenings to share their takeaways and ideas from the day's sessions. This is also a great opportunity to network with some of the speakers from the day. Don't miss out!

Thursday, September 26

You have the evening free to enjoy the resort or island, spend time with friends or explore the Big Island. You can choose from several restaurants within the resort, each with a unique menu. Alternatively, you can venture out of the hotel to experience the exciting nightlife on the Kohala Coast. Feel free to contact the hotel concierge at +1 (808) 887-7320 or at for recommendations and reservations. You may also make arrangements at the Restaurant Reservation Desk located in the meeting registration area (see schedule for hours).

Thursday, September 26

8:30 – 10 p.m.

After an evening out, return to the hotel to end the night with casual coffee, after-dinner drinks and dessert with fellow attendees. The Sweet and Greet will be outdoors and on a beach, so please check the weather and dress appropriately.

Friday, September 27

6:30 – 7 p.m. Reception

7 – 10:30 p.m. Dinner Dance

Join us for a delightful evening filled with great food, camaraderie and music. Start off with soft music and engaging conversations over dinner, then dance the night away. This is a semiformal event, so gentlemen can dress comfortably in a sport coat or suit, while ladies can wear cocktail attire. Don't miss out on this memorable experience!

Access MDRT

MDRT Member Benefits Booth

Visit the Member Benefits Booth to learn about everything MDRT has to offer. Discover valuable content on , and learn about the MDRT Academy and the MDRT Center for Field Leadership. Also, access the MDRT Store kiosk at the booth to shop online for MDRT products to ship direct 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 Booth to learn about applying for a grant and supporting Top of the Table Annual Meeting charity partner HIP Agriculture.

MDRT Store

Showcase your success with items from the MDRT Store. Visit the Store kiosk on-site at the Member Benefits Booth or online at  to order plaques, apparel, accessories and more MDRT-branded items.

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

#MDRTTOT

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