
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.
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.
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.)
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.
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.
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.
The Main Platform program features engaging and inspirational speakers, covering topics relevant to financial services, sales strategies, business practices and work-life balance.
All member attendees and guests gather to hear presentations on topics that appeal to everyone in the audience. Subjects include business best practices ideas, motivation, innovation, inspiration, economic overviews, technology and Whole Person.
These 45-minute sessions are more technical in nature and offer educational content to help you stay on top of your game, professionally and personally. They are open to all attendees and cover a variety of topics that give you the opportunity to customize your schedule and choose sessions most relevant to you. Focus Sessions encompass different presentation formats to keep you engaged: The Member Spotlight offers two Top of the Table members who share their insights in fast-paced, friendly debate style format; Open Sessions create an environment for brainstorming and sharing best industry practices in a relaxed conversation style setting; and Deeper Dive sessions deliver bonus content from the outstanding Main Platform speakers. For 2022, we welcome back the popular Entrepreneurial Series Sessions that focus on the unique needs and challenges of entrepreneurs, from a panel of successful Top of the Table members to sessions that pair industry experts with a Top of the Table member who discuss how they have used services in their business.
There is something for everyone in these sessions! Even if you don't consider yourself an entrepreneur, you will find value and take-a-ways from the information presented.
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.
The meeting registration fee covers the programming cost and planned food functions for members and their guests. There is no additional registration fee for guests. If your guest is a Top of the Table member, policy dictates that they must pay the full member registration fee. Top of the Table members may only register one guest. Although there is no additional fee, guest information must be included at the time of registration.
A guest is defined as a spouse, significant other or child over the age of 21, and guest registration is limited to one per member. Please note that Top of the Table members are not considered guests. Policy dictates that all Top of the Table members must pay the full member registration fee.
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.