Hotels & location
General information
IMPORTANT: Read the Health & Safety Protocols

Speakers & Sessions

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Presentation
Language

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear
Filtering by:
Tag
close icon
Sort by

The interpreted language session assignments listed are tentative.  English is the official language of the 2022 MDRT Top of the Table Annual Meeting.

Cybersecurity successes

Julianne Hertel, CLU, CLTC

Worcester
,
MA
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
2
Top of Table Honors:
22

Julianne Hertel, CLU, CLTC, is the founder and principal of Dream Big Wealth Strategies LLC in Worcester, Massachusetts, USA. Since she began her career in financial services in 2007, Hertel has sought to establish a compassionate and inclusive environment for her clients. An active MDRT member and MDRT Foundation advocate, she is passionate about engaging with organizations that uplift women and those within marginalized populations.

Alternate Sessions

CLOSE
Julianne Hertel, CLU, CLTC
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Hertel
English
Focus Session
View Details

12 words of wisdom from a Top of the Table member

Julia Cheng, CFP, MBA

San Diego
,
CA
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
2
Top of Table Honors:

Julia R. Cheng, CFP, MBA, is president and founder of Global Financial Planning Bridge Inc. Despite humble beginnings, Cheng�s unrelenting work ethic and professional compassion have earned her numerous awards for her quality service, outstanding accomplishments and community contributions. For more than 30 years, she has provided services for clients from China; the Taiwan Area; Hong Kong, China; Canada; Mexico; England; Germany; Singapore; and Malaysia.

Alternate Sessions

CLOSE
Julia Cheng, CFP, MBA
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
Mandarin
*Interpreted in:
Y
Date of Session:
Start Time:
Cheng
Mandarin
Focus Session
View Details

The 7 strategies that you need for massive growth

David Batchelor, Dip PFS, CFP

Thame
,
,
UK
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
2
Top of Table Honors:
14

David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. The senior U.K. coach for Strategic Coach Inc., he is also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.

Alternate Sessions

CLOSE
David Batchelor, Dip PFS, CFP
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Batchelor
English
Focus Session
View Details

Uncovering hidden stains: A journey to consistent Top of the Table production

Nobuyuki Fukumoto. AFP

Tokyo
,
,
Japan
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
6
Top of Table Honors:
13

Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company�s top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.

Alternate Sessions

CLOSE
Nobuyuki Fukumoto. AFP
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
Japanese
*Interpreted in:
Y
Date of Session:
Start Time:
Fukumoto
Japanese
Focus Session
View Details

Cybersecurity successes

James Harrison, CEO

American Fork
,
UT
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:
1

James� Harrison is the founder and CEO of the cybersecurity company INVISUS. As chief strategist and product visionary, he led the development of the company�s cybersecurity, identity theft, and InfoSafe data breach compliance and breach response lineup that protects thousands of small- and mid-sized businesses throughout the U.S., including financial advisors, broker-dealers and insurance agencies. Harrison frequently writes for and trains a wide variety of professions, such as financial services, IT services and legal teams.

Alternate Sessions

CLOSE
James Harrison, CEO
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Harrison
English
Focus Session
View Details

Cybersecurity successes

Ted Rusinoff

Stow
,
OH
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
1
Top of Table Honors:

Ted Rusinoff serves as managing partner of Wealth Design Partners LLC, helping property and casualty offices access opportunities for their regular clients. He has spoken at AALU, The School of Life and The Best Practices Symposium as well as MDRT. He is an Excalibur Knight of the MDRT Foundation and served as its 2019 President.

Alternate Sessions

CLOSE
Ted Rusinoff
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Rusinoff
English
Focus Session
View Details

How life insurance is liquidity when you need it most

Carrie L. Hall, CLU, CFP

Scottsdale
,
AZ
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
6
Top of Table Honors:
10

Carrie L. Hall, CLU, CFP, has worked with affluent individuals, business owners, board members and executive groups since 1985 in the areas of business, estate wealth management and executive benefit planning. Her primary focus is to provide comprehensive plans and ongoing service to clients and their advisors in these specific areas.

Alternate Sessions

CLOSE
Carrie L. Hall, CLU, CFP
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Hall
English
Focus Session
View Details

You �CAN DO� more: Deeper Dive

Jeremy M. Wellington, Dip PFS, Dip CII

Truro
,
,
UK
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:
7

Jeremy M. Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team�s core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.

Alternate Sessions

CLOSE
Jeremy M. Wellington, Dip PFS, Dip CII
No items found.
Session Type:
Deeper Dive
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Wellington
English
Deeper Dive
View Details

How our words influence client behavior

Carla Brown, FPFS

Cuddington
,
,
UK
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:
19

Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd. and is based in North West England.

Alternate Sessions

CLOSE
Carla Brown, FPFS
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Brown
English
Focus Session
View Details

How to package your brand�

Karl Hartey

Oswestry
,
,
UK
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
1
Top of Table Honors:
6

Karl Hartey is an independent advisor based in England who operates a wealth management company and discretionary fund management practice for high-net-worth clients. He has held investment and tax seminars for more than 25 years and is an author of 14 books that are used for client recruitment.

Alternate Sessions

CLOSE
Karl Hartey
No items found.
Session Type:
Focus Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Hartey
English
Focus Session
View Details
No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Need Information

Register Now