An exclusive event, designed specifically with the brightest leaders in the financial services in mind. Attend the 2021 Top of the Table Annual Meeting Virtual Event to learn the latest and most effective strategies to grow your business, think innovatively and stay at the top of your game. Join the best of the best to experience an invigorating event that provides industry discussions, practice management solutions and an opportunity for you to celebrate your accomplishments! REGISTER NOW

Schedule at a Glance

Program scheduling - Both date and time varies within each of the following regions:

Region 1: Jacksonville, Florida, USA (EDT)
Region 2: London, England, UK (BST)
Region 3: Hong Kong, China (HKT)
*Due to the in-person nature of this meeting and time zone differences, the virtual event in Region 3 will take place October 22-24.
Follow these steps to determine the region/city that is nearest to you, then review the schedule below for that particular region.
Step 1: Select your region/city. For example, if you are in Los Angeles, California, USA, select Jacksonville, Florida, USA. You will be linked to the World Clock Time Zone Converter.
Step 2: Add your city to convert the time to your location.

Region 1:  Jacksonville, Florida, USA (EDT)

8:30 a.m.
-
12 p.m.

Main Platform
(livestreamed)
1:15
-
2 p.m.

Focus Sessions
2:15
-
3 p.m.

Focus Sessions

Region 2:  London, England, UK (BST)

10:45
-
11:30 a.m.

Focus Sessions
11:45 a.m.
-
12:30 p.m.

Focus Sessions
1:30
-
5 p.m.

Main Platform
(livestreamed)
Note: Schedule and programming subject to change.
On-Demand Library Sessions will be accessible in the On-Demand Library October 23 to November 23, 2021.

Region 1:  Jacksonville, Florida, USA (EDT)

8:30 a.m.
-
12 p.m.

Main Platform
(livestreamed)
1:15
-
2 p.m.

Focus Sessions
2:15
-
3 p.m.

Focus Sessions

Region 2:  London, England, UK (BST)

10:45
-
11:30 a.m.

Focus Sessions
11:45 a.m.
-
12:30 p.m.

Focus Sessions
1:30
-
5 p.m.

Main Platform
(livestreamed)

Region 3:  Hong Kong, China (HKT)

8:30 a.m.
-
12 p.m.

Main Platform
1:15
-
2 p.m.

Focus Sessions
2:15
-
3 p.m.

Focus Sessions
Note: Schedule and programming subject to change.
On-Demand Library Sessions will be accessible in the On-Demand Library October 23 to November 23, 2021.

Region 1:  Jacksonville, Florida, USA (EDT)

8:30
-
11 a.m.

Main Platform
(livestreamed)

Region 2:  London, England, UK (BST)

1:30
-
4 p.m.

Main Platform
(livestreamed)

Region 3:  Hong Kong, China (HKT)

8:30 a.m.
-
12 p.m.

Main Platform
1:15
-
2 p.m.

Focus Sessions
2:15
-
3 p.m.

Focus Sessions
Note: Schedule and programming subject to change.
On-Demand Library Sessions will be accessible in the On-Demand Library October 23 to November 23, 2021.
Region 3: Hong Kong, China (HKT)
8:30
-
11:00 a.m.

Main Platform
Note: Schedule and programming subject to change.
On-Demand Library Sessions will be accessible in the On-Demand Library October 23 to November 23, 2021.

2021 MDRT Annual Meeting Virtual Event

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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. 

INVEST IN YOURSELF

Improve your productivity, client relationships and business  strategies by attending presentations coming to you direct from industry  experts — during Main Platform, MDRT Speaks, Focus Sessions and  ConneXionZone sessions.

CONNECT - LEARN - GROW

Connect with the brightest minds in  your field, learn new  strategies, and uncover the best practices to grow your business.

IT HAS NEVER BEEN EASIER

It has never been more convenient or cost-effective to attend an  MDRT Annual Meeting. You will experience cutting-edge presentations by  industry experts from the comfort of your home or office at a price you  cannot pass up.

BE THE BEST IN THE BUSINESS

Join thousands of your peers from all over the world who come  together at the MDRT Annual Meeting to share, celebrate and become leaders in  the profession!

Program

The Top of the Table Annual Meeting Virtual Event program is a uniquely curated schedule of speakers created by Top of the Table members. Content is delivered through a variety of session formats, each designed to deliver information that is relevant, innovative and inspirational.  

Main Platform

You will hear from an impressive array of speakers covering relevant topics including best business practices, economic overviews, technology and work-life balance.

Main Platform sessions will be livestreamed to virtual audiences in Regions 1 and 2 and will be available on-demand in Region 3. Check the schedule in your region for more details.

Top of the Table Speaks

A series of innovative and creative business concepts  delivered by members on Main Platform.

Leave this fast-paced session with ideas to improve your productivity, performance and bottom line.

Focus Sessions

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. Covering a variety of topics, Focus Sessions encompass varied presentation formats to keep you engaged: The Member Spotlight features two Top of the Table members sharing their insights in fast-paced, friendly, debate-style format.

Deeper Dive sessions deliver bonus content from Main Platform speakers.

Member Panels feature three of your fellow Top of the Table members discussing topics relevant to all, but with varying perspectives. Get your notepad ready for the take a ways that can be immediately applied in your business.
On-Demand Library
Your registration includes access to on-demand event content from October 23 to November 23, 2021.  View content that is important and relevant to you at your own pace and on your own schedule from wherever you are.

Speakers

Dr. Shantá Barton-Stubbs
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Jeff Civillico
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Amy Florian, MA, FT
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Ron Insana, CNBC Contributor
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Vera Jones
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Eileen McDargh, CSP, CPAE
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Kelly C. McDonald, CSP
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Sara J. Ross
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John D. Sileo, CPAE, CSP
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Benjamin Zander
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Ron Bland
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Robert L. Hughes, REBC, RHU
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Van Mueller, LUTCF
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Brett M. Sause, LTCP, LUTCF
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Kenneth P. Schmidt, CFP, J.D.
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Amy B. Tong, CLU, ChFC
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Ron Bland
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Carla A. Brown, FPFS
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Timothy D. Clairmont, CFP, MSFS
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Amy Florian, MA, FT
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Gary F. Heuer, FICS
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Brian J. Haney, CFBS, CLTC
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Vera Jones
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Hawley H. MacLean, LUTCF, CLTC
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Edward F. Marshall, APFS
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Kelly C. McDonald, CSP
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Juli Y. McNeely, CLU, CFP
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Bryson Milley, CIM, CFP
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Van Mueller, LUTCF
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David W. Olson Jr.
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Craig Palfrey, CFP, MSCI
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David Podell
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George B. Sigurdson, CLU
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John D. Sileo, CPAE, CSP
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Jason L. Smith, BPC, CEP
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Kenneth P. Schmidt, CFP, J.D.
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Networking Opportunities

The 2021 Top of the Table Annual Meeting Virtual Event is the perfect opportunity to connect with the leaders in your field. You will learn from a variety of specialties to broaden your own expertise from the comfort of your home or office. 

MDRT Mentoring

The  MDRT Peer Mentoring Program facilitates one-on-one relationships between  members. This 12-month program will provide participants the opportunity to  expand their network, gain knowledge and insights, build new skills and take  their career to the next level. Visit the MDRT Mentoring Booth in the virtual  event platform to enroll and start your journey.

Peer to peer video calls 

Communicate one-on-one with MDRT’s top-tier members from all around the world. After building your virtual profile, you can interact with other members via live chat, direct messaging and peer-to-peer video calls.* It is important that you opt in during the onboarding process to participate in all engagement features within the platform and be seen on the attendee list. 

*Each attendee will be eligible for two 15-minute video calls per day,
October 21–23 in Regions 1 and 2 and October 22–24 in Region 3. 

People to meet

Build relationships and connect directly with MDRT’s top producers when you answer the four matchmaking questions during registration. You will then be matched with peers who have similar interests as you. 

Share and grow 

Join your MDRT Community, where sharing empowers growth. Share your insights on the Virtual Event Social Wall, follow the MDRT Facebook page and use #2021MDRTTOT across all social media platforms.  

Networking Opportunities

The 2021 Top of the Table Annual Meeting Virtual Event is the perfect opportunity to connect with the leaders in your field. You will learn from a variety of specialties to broaden your own expertise from the comfort of your home or office. 

Peer to peer video calls 

Communicate one-on-one with MDRT’s top-tier members from all around the world. After building your virtual profile, you can interact with other members via live chat, direct messaging and peer-to-peer video calls.* It is important that you opt in during the onboarding process to participate in all engagement features within the platform and be seen on the attendee list. 

*Each attendee will be eligible for two 15-minute video calls per day,
October 21–23 in Regions 1 and 2 and October 22–24 in Region 3. 

People to meet

Build relationships and connect directly with MDRT’s top producers when you answer the four matchmaking questions during registration. You will then be matched with peers who have similar interests as you. 

Share and grow 

Join your MDRT Community, where sharing empowers growth. Share your insights on the Virtual Event Social Wall, follow the MDRT Facebook page and use #2021MDRTTOT across all social media platforms.  

Registration

Advance Registration

July 27 – August 30, 2021 
USD
149
(All funds must be in U.S. dollars (USD). 
Registrations are nonrefundable for this event. Access to the On-Demand Library is included in your registration rate and will be available October 23 to November 23, 2021.

General Registration

August 31 – November 23, 2021
USD
249
(All funds must be in U.S. dollars (USD). 
Registrations are nonrefundable for this event. Access to the On-Demand Library is included in your registration rate and will be available October 23 to November 23, 2021.

Registration Information

The 2021 Top of the Table Annual Meeting Virtual Event will take place October 21–23 in Regions 1 and 2 and October 22–24 in Region 3. Registration is open to approved 2021 Top of the Table and Court of the Table members.
Registrations will be accepted through November 23, 2021, which is the last day content is accessible in the On-Demand Library.
Registration Questions 
Maritz Global Events manages registration for the Top of the Table Annual Meeting Virtual Event. 
Contact Maritz regarding questions about your registration: 
Phone: +1 (469) 513-9375
Register Now