2022 MDRT EDGE
November 7–9, 2022, Orlando, Florida

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The MDRT EDGE gathers members from the U.S. and Canada to take a deep dive into their business while developing local partnerships, engaging in insightful conversations and tuning in to exceptional speakers.

Meeting registration will open in summer 2022. Check back for more information as it becomes available.

Health and Safety Protocol Guidelines

Learn

Gain helpful 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.

Connect

Stay connected and inspired between events when you use the MDRT App. Discover members near you, form a study group and absorb bite-sized content tailored to your needs.

Explore

The 2022 MDRT EDGE will take place in Orlando, Florida, nicknamed “the City Beautiful.” Enjoy more than a dozen theme parks, exceptional ecotourism experiences, and al fresco dining and shopping all while gaining your professional EDGE.

Schedule at a Glance

Monday, November 8

8 a.m. – 6 p.m.
9 a.m. – 5 p.m.
1 – 3:45 p.m.
3:50 - 4:20 p.m.
5:30 – 7 p.m.
Note:  Schedule is subject to change.

Tuesday, November 9

7 a.m. – 5 p.m.
7 a.m. – 5 p.m.
7 - 8 a.m
7:30 – 8 a.m.
8:15 - 11:50 a.m.
11:50 a.m. – 1:10 p.m.
1:15 – 3:45 p.m.
3:45 – 4:15 p.m.
4:30 – 5:30 p.m.
Note:  Schedule is subject to change.

Wednesday, November 10

7 a.m. – 12 p.m.
7 a.m. – 12 p.m.
7 – 8 a.m.
7:30 – 8 a.m.
8 – 11:35 a.m.
11:25 a.m.
Note:  Schedule is subject to change.

Program

Advising Clients

Attendees will learn to better determine clients’ needs, establish trust and recommend appropriate solutions to increase their assets.

Practice Management

In these sessions, MDRT EDGE participants will learn best practices to run their businesses efficiently and provide excellent client service.

Marketing

Strategic processes and activities to promote business products and services to specific markets will be featured in these sessions, which will also touch on establishing a brand identity and value proposition.

Whole Person

MDRT members can find the elements for balance that will enhance career performance and enrich personal lives in these presentations.

MDRT EDGE app

Download the MDRT EDGE app to find a full listing of MDRT EDGE Anchor Sessions, Workshops and Member Quick Hits. Here you will also be able to chat with your EDGE Peer Group, see a full attendee directory and bookmark other workshops of interest to you. Download the MDRT EDGE app to get the most out of the meeting.

Anchor  Sessions

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

EDGE Peer Group

EDGE  Peer Groups are designed to team you up with other members who can help you  grow and get the most out of the MDRT EDGE. There will be opportunities to  meet and share new ideas and concepts with your EDGE Peer Group throughout  the meeting. When you are away from your Peer Group, connect by using the  chat feature on the MDRT EDGE app. This is MDRT at its finest — the best  helping and learning from the best.

Workshops

These  extended sessions will take a deep dive into specific business-related topics  and tasks. Combining lectures, small-group discussions and activities, these  sessions will focus on developing an understanding of specific issues and  challenges faced in a financial services practice. Some will examine how to  think strategically about a topic area while others will provide step-by-step  instruction to develop new skills or accomplish a specific project.

Member Quick Hits

These  quick-hit sessions will take a deep dive into specific business-related  topics and tasks. These sessions will focus on developing an understanding of  specific issues and challenges faced in a financial services practice. Hear  from some of your fellow members about ways to adapt your practice to a  remote workplace, strategies for building a successful staff team and ideas  for living a balanced, Whole Person life.

Anchor  Sessions

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

EDGE Peer Group

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

Workshops

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

Member Quick Hits

These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.

Speakers

Deborah Bial
Dr. Joseph F. Coughlin
Dr. Elizabeth Lombardo
Dr. Delatorro McNeal, CSP
Crystal Washington, CSP
John R. Benton, ChFC, CLTC
John R. Benton, ChFC, CLTC
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Mark Bowden
Mark Bowden
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Tim Clairmont, CFP, MSFS
Tim Clairmont, CFP, MSFS
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Maria Ferrante-Schepis
Maria Ferrante-Schepis
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Todd Fithian
Todd Fithian
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Sheri Fitts
Sheri Fitts
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Stephen Kagawa, FSS, LUTCF
Stephen Kagawa, FSS, LUTCF
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R.J. Kelly, ChFC, CLU
R.J. Kelly, ChFC, CLU
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Juli McNeely, CFP, CLU
Juli McNeely, CFP, CLU
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Sam Richter
Sam Richter
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Paresh B. Shah, CFP
Paresh B. Shah, CFP
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Aurora L. Tancock, CFP, FLMI
Aurora L. Tancock, CFP, FLMI
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Sim Gakhar, CHS, BSc
Sim Gakhar, CHS, BSc
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Jennifer Mann, CFP, MBA
Jennifer Mann, CFP, MBA
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Pamela Sams, CRPC
Pamela Sams, CRPC
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Registration

Advance Registration opens September 8, 2021

Advance Registration

September 8 – September 27, 2021
USD
995
(All funds must be in U.S. dollars (USD). 

General Registration

September 28 – October 12, 2021
USD
1095
(All funds must be in U.S. dollars (USD). 

Onsite registration will not be available.

Registration fees include:
  • Admittance to all sessions
  • Optional EDGE Peer Group Discussions matching for members who opt in
  • Breakfasts, lunch, meal breaks and Welcome Reception

Registration Information

Registration is open to approved 2021 MDRT U.S. and Canadian members on a first-come, first-served basis. Register early to secure your place. Upon registration completion, you will receive a hotel reservation link in your meeting confirmation email. We encourage you to use this link to book your hotel room at that time.

For an optimal on-site experience, during the registration process you will be asked questions that will assist in assigning you into a peer group, therefore we suggest that you should register yourself.

Refund Policy

Registration cancellation requests must be emailed to Maritz at mdrtedge@maritz.com to be eligible for a refund.
  • Cancellations received by email on or before October 8, 2021, will receive a full refund less an administrative fee of USD 50.
  • Cancellations received by email between October 9 and October 24, 2021, will receive a 50% refund.
  • Cancellations received by email on or after October 25, 2021, will not receive a refund.

Refunds due to COVID-19

Registered, paid attendees who are denied travel due to government restrictions or airline travel restrictions due to COVID-19 will be granted a full refund for the meeting registration fee. To begin the refund process, we will require official documentation from the government or airline regarding the COVID-19 travel restriction or proof of a positive COVID-19 test. All COVID-19 related refund requests should be sent to mdrtedge@maritz.com no later than Sunday November 7, 2021.   Refund requests will not be accepted after November 7, 2021.

Registration Questions

Maritz Global Events manages registration for the 2021 MDRT EDGE.
Contact Maritz regarding questions about your registration:
Email: mdrtedge@maritz.com
Phone: +1 (864) 699-0715

Networking Opportunities

The 2021 MDRT Annual Meeting Virtual Event is a unique opportunity to meet and connect with like-minded people from all over the globe. You will build meaningful relationships with industry leaders who will foster growth in your professional career. 

Peer-to-peer video chat

Communicate  one-on-one with your peers from all around the world. Discuss important  subject matter and learn from top-performing industry professionals. After  building your virtual profile, expand your circle of expertise by interacting  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 in the attendee list.

*Each attendee will be eligible for two, 15-minute video calls per day, June 7 -9.

People to meet

Grow  your network by connecting directly with professionals who have the knowledge  to address your top priorities. When you answer the three  matchmaking questions during registration, you will be matched with like-minded People  to Meet. You will find these connections in  the Networking tab within the platform. Make connections that  really matter!

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 join us on  social media using #2021MDRTAM.Smile in style by using our NEW virtual  photo booth, located in the Networking tab. Photos from the photo  booth can be uploaded onto theVirtual Event Social Wall, if  you desire.

Unique Experiences

Register Now