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Engage with a community fueled by success

Join the best and the brightest at the 2025 Top of the Table Annual Meeting, October 22–25.

Immerse yourself in an environment of excellence as you spark conversations, ignite ideas and build lasting bonds with peers who value your success.

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.

Become an MDRT member now

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Learn

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

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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 mdrt.org.

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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.

Schedule

WEDNESDAY, OCTOBER 22, 2025

7 – 8 a.m.

FUN RUN

(Advance registration required)

7:30 - 3 p.m.

(Optional, at an additional cost)

Golf Tournament

TBD

PRE-MEETING EXCURSION

(Optional, at an additional cost)

1 – 6:30 p.m.

Registration/MDRT Member Benefits & Foundation Booths Open

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, OCTOBER 23, 2025

7 a.m. – 5 p.m.

Registration/MDRT Member Benefits & Foundation 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

1:15 – 3:15 p.m.

GUEST SESSION

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, OCTOBER 24, 2025

7 a.m. – 5 p.m.

Registration/MDRT Member Benefits & Foundation 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

1:15– 2 p.m.

GUEST SESSION

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, OCTOBER 25, 2025

7 a.m. – 12 p.m.

Registration/MDRT Member Benefits & Foundation Booths Open

7 – 8:15 a.m.

NETWORKING BREAKFAST

8:30 – 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

9:45 – 10:15 a.m.

COFFEE BREAK

11:30 a.m.

MEETING ADJOURNED

Schedule is subject to change.