000
DAYS to go
October  19–22, 2022
DURATION: 4 DAYS
Santa Barbara, California
THE RITZ-CARLTON ACARA
50 SPEAKERS
3 Days of Main Platform 20 focus sessions over two days

Celebrate with the top

October  19–22, 2022
Take your seat at the 2022 Top of the Table Annual Meeting this October at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA.  Engage with masters in the profession to learn and be inspired by one another. Spend this designated time with fellow experts to share and celebrate success together.

Gain insight from past meetings and other sources to apply to your business today. Log in to mdrt.org to access personalized information and content.
Be inspired by creative business concepts, learn specialized information and discover new ways to expand your career on the MDRT App.
The 2022 Top of the Table Annual Meeting is tucked away in California’s pristine coastline. Enjoy exhilarating outdoor adventures, fascinating arts and culture and an incredible variety of local cuisine.  An unforgettable experience awaits you in breathtaking Santa Barbara, California, USA.

Main Platform livestreaming

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

Schedule at a Glance

SATURDAY, JUNE 25

11 a.m. - 6 p.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
4:30 - 5:30 p.m.
Note:  Schedule is subject to change.

SUNDAY, JUNE 26

9 a.m. - 6:30 p.m.
10 a.m. - 5 p.m.
10 a.m. - 5 p.m.
12:30 - 3 p.m.
3 - 4 p.m.
5:30 - 7 p.m.
Note:  Schedule is subject to change.

MONDAY, JUNE 27

7 a.m. - 4 p.m.
8 - 11 a.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
11:30 a.m. - 1 p.m.
1:30 - 2:30 p.m.
1:30 - 2:30 p.m.
3 - 4/4:30 p.m.
3:00- 4:00 pm
4:00-5:00 pm
5 - 6 p.m.
5:30 - 6:30 p.m.
Note:  Schedule is subject to change.

TUESDAY, JUNE 28

7:30 a.m. - 4 p.m.
8 - 11 a.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
11:30 a.m. - 1 p.m.
1:30 - 2:30 p.m.
1:30 - 2:30 p.m.
3 - 4 p.m.
5 - 6 p.m.
Note:  Schedule is subject to change.

WEDNESDAY, JUNE 29

7:30 a.m. - 3 p.m.
7:30 - 9 a.m.
9 - 10 a.m.
9:30 a.m. - 2 p.m.
9:30 a.m. - 2 p.m.
9:30 - 10:30 a.m.
11 a.m. - 12 p.m.
1 -4 p.m.
Note:  Schedule is subject to change.

Program

The Annual Meeting offers attendees programming in four different session formats.

On the largest stage at the Annual Meeting, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.

*These sessions are interpreted in all languages.

Main Platform: Thought leaders, inspirational stories and industry content delivered by featured nonmember speakers covering topics relevant to financial services, sales strategies, business practices and work-life balance.

MDRT Speaks: A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2022 Presidential Address.

MDRT Foundation: Learn about the 2022 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: New to the Main Platform, this session will provide an in-depth conversation between an MDRT leader and a featured speaker.

These sessions provide special and exclusive content, as add-ons to the Annual Meeting.

Special Session Luncheons*: Join industry experts for a deeper exploration of relevant topics. Lunch provided. (These sessions are presented in English; no interpretation will be offered.)

First-Time Attendee Session**: Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the four days in Boston.

Court of the Table/Top of the Table**: Enhance your Annual Meeting experience with special content for Court of the Table and Top of the Table members.

Court of the Table Open Forum**: Court of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal round table discussions will be facilitated by Court of the Table members. (This event is open to 2022 Court of the Table members only, and discussion tables will be available in English, Cantonese, Japanese, Korean, Mandarin, Spanish and Thai.)

MDRT Global Services**: For MDRT Global Services members only, these three special sessions are targeted specifically to team leaders in the financial services profession. Packed with team management strategies and inspiration, these sessions will help you accelerate your leadership journey and connect with fellow Global Services members. (These sessions are presented in English; no interpretation will be offered.)

*Prepaid ticketed event. At additional cost at time of registration.
** Membership qualifications apply; pre-registration recommended

Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.

With an innovative array of offerings, the ConneXion Zone® features quick-hit presentations as well as a variety of additional opportunities to connect with your fellow members in this engaging space.

ConneXion Zone® Sessions: The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.

The ConneXion Zone®: In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.

MDRT Volunteer Experiences

PGA Volunteers

Enhance your meeting experience by becoming a Program General Arrangements (PGA) volunteer. Network and make new friends from around the world while assisting in vital roles to help make the Annual Meeting a positive experience for fellow attendees. Learn more and sign up for one of seven task forces when you register for the meeting.

PGA Volunteer Kickoff

Volunteers must attend the PGA Kickoff on Saturday, June 25 at 4:30 p.m., so plan to arrive in Boston in time to hear a special presentation, receive important details regarding your assignment and meet others on your team. All volunteers must be MDRT members. Doors open at 4 p.m.

Registration
Registration opens March 22, 2022

Advance Registration Fee:

March 22, 2022  (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD
995
Register Now

General Registration Fee:

May 10, 2022 (12 a.m. Central Time) –
June 13, 2022 (11:59 p.m. Central Time)
USD
1,095

On-Site Registration Fee:

On or after June 14, 2022 (12 a.m. Central Time)
USD
1,195
On-site registration is not guaranteed and is based on availability.
Fees subject to change. All funds must be in U.S. dollars (USD). Registration will be open until the meeting reaches capacity, at which time registration will close.

2022 MDRT Annual Meeting Attendance Eligibility

Those eligible to register are 2022 MDRT members, current MDRT Global Services members, MDRT Academy members, mentees and agency managers. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

Become a member now

Mentees

For more details on the

Agency Managers

To enroll in the Agency Manager Program, and email to fully activate your enrollment. If you have an MDRT ID number, please have it available.

MDRT Academy Members

For more details on the

MDRT Global Services Members

For more details on

Refunds

Registration cancellation requests must be emailed to Maritz at to be eligible for a full refund.
  • Cancellation requests received on or before May 26, 2022: 100% registration fee paid, less a USD 100 administration fee. 
  • Cancellation requests received May 27 – June 9, 2022: 50% registration fee paid, less a USD 100 administration fee.
  • Cancellation requests received after June 9, 2022: No refunds
  • Ticketed and prepaid events: No refunds after June 9, 2022
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 May 26, 2022. 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 May 26, 2022. MDRT cannot process refunds for visa denials after this date. Visa denial letters must be submitted individually.

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.

Unique Experiences

MDRT Store

Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which MDRT aspires when we select products to help our members continue to meet the challenges of the value-added marketplace.

The MDRT Store showcases the best educational resources in the industry. Visit the store onsite at the Boston Convention & Exhibition Center, or online at , 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 Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.

At the 2022 MDRT Annual Meeting, the Foundation will partner with Liter of Light — an organization that is committed to providing affordable, sustainable solar light to people with limited or no access to electricity.

Visit the Foundation booth to learn about volunteer opportunities and to make your donation.

Donate Now
Register
Now
© - Million Dollar Round Table | Top of the Table Annual Meeting | All rights reserved.