Program

Engage

Develop

Grow

Empower

What to Expect

Anchor Sessions

You won't want to miss these insightful, high-impact presentations designed to stimulate conversation and action for your professional and personal growth.

Peer Groups

What if you could make the lessons you gather from MDRT EDGE 10x more impactful? Peer Groups do just that. This is where you will share insights gathered at the meeting, vastly expanding practical tips to bring back to your business.

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Member Quick Hits

During Quick Hits, MDRT members will speak with you in depth about specific business-related topics and tasks to help you improve your production levels.

Full Schedule*

MONDAY, NOVEMBER 9
TUESDAY, NOVEMBER 10
WEDNESDAY, NOVEMBER 11

MONDAY, NOVEMBER 9, 2026

10 a.m. – 5:30 p.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
12:30 p.m.
Doors Open
1 – 2:30 p.m.
Main Session

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.

Speakers in session

Josh Linkner

Find a way: A proven model to conquer challenges, seize opportunities and accelerate growth

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Matt Halloran

The great wealth transfer: Unlocking USD 80 trillion through content marketing

Elke Rubach, LL.M., CLU

The hidden cost of difficult clients — and what to do about it

Tim Daniel Clairmont, MSFS, LACP

The COI tracker: How to build, rank and sustain referral relationships that actually work

2:30 – 3:00 p.m.
COFFEE BREAK
3:00 - 4:30 p.m.
Main Session

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.

Speakers in session

Josh Linkner

Find a way: A proven model to conquer challenges, seize opportunities and accelerate growth

Peer Group Touch Points

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Matt Halloran

The great wealth transfer: Unlocking USD 80 trillion through content marketing

Elke Rubach, LL.M., CLU

The hidden cost of difficult clients — and what to do about it

Tim Daniel Clairmont, MSFS, LACP

The COI tracker: How to build, rank and sustain referral relationships that actually work

5:30 – 6:30 p.m.
WELCOME RECEPTION

TUESDAY, NOVEMBER 10, 2026

7 a.m. – 5 p.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
8:00 a.m.
DOORS OPEN
8:15 a.m. – 9:30 a.m.
Main Session

Anchor  Session

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Sara Ross

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Ramy Nassar

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Krista Neher

Gain a social media edge: Creating better content faster

Eric David Brotman, CFP, AEP

Merge ahead: The road map to strategic acquisitions, succession plans and internal equity transfers

Randall Dean

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Dan Gingiss

Remarkable by design: AI-enhanced client experiences that drive loyalty

R.J. Kelly, AEP, MSFS

Alternative income and tax strategies for HNW and UHNW clients

9:30 a.m. – 10:00 a.m.
COFFEE BREAK
10:00 a.m. - 11:30 a.m.
Main Session

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Ramy Nassar

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Krista Neher

Gain a social media edge: Creating better content faster

Eric David Brotman, CFP, AEP

Merge ahead: The road map to strategic acquisitions, succession plans and internal equity transfers

Randall Dean

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Dan Gingiss

Remarkable by design: AI-enhanced client experiences that drive loyalty

R.J. Kelly, AEP, MSFS

Alternative income and tax strategies for HNW and UHNW clients

MDRT Quick Hits

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Sara Ross

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

11:30 a.m. – 12:45 p.m.
Networking Lunch and MDRT Foundation Service Project

Speakers in session

Sara Ross

Book: Dear Work: Something has to change

12:45 – 2:30 p.m.
Main Session

Anchor Session

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Sara Ross

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Ramy Nassar

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Krista Neher

Gain a social media edge: Creating better content faster

Eric David Brotman, CFP, AEP

Merge ahead: The road map to strategic acquisitions, succession plans and internal equity transfers

Randall Dean

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Dan Gingiss

Remarkable by design: AI-enhanced client experiences that drive loyalty

R.J. Kelly, AEP, MSFS

Alternative income and tax strategies for HNW and UHNW clients

2:30 p.m. - 3:00 p.m.
COFFEE BREAK
3:00 – 4:30 p.m.
Main Session

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Ramy Nassar

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Krista Neher

Gain a social media edge: Creating better content faster

Eric David Brotman, CFP, AEP

Merge ahead: The road map to strategic acquisitions, succession plans and internal equity transfers

Randall Dean

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Dan Gingiss

Remarkable by design: AI-enhanced client experiences that drive loyalty

R.J. Kelly, AEP, MSFS

Alternative income and tax strategies for HNW and UHNW clients

Peer Group Touch Points

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Sara Ross

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

OPEN EVENING FOR DINNER

WEDNESDAY, NOVEMBER 11

7 – 11:30 a.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
8:00 a.m.
DOORS OPEN
8:15 – 9:15 a.m.
Main Session

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Paresh B. Shah, CFP

Technology: The ultimate scalability tool

Brian Haney, CFBS, CLTC

Branding and building to sell: Remaking your practice with a "Shark Tank" mindset

Rachel Dealto

The relatable leader: Building trust and connection in your practice

9:15 – 9:45 a.m.
COFFEE BREAK
9:45 a.m. - 11:15 a.m.
Main Session

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Paresh B. Shah, CFP

Technology: The ultimate scalability tool

Brian Haney, CFBS, CLTC

Branding and building to sell: Remaking your practice with a "Shark Tank" mindset

Rachel Dealto

The relatable leader: Building trust and connection in your practice

Anchor Session

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Paresh B. Shah, CFP

Technology: The ultimate scalability tool

Brian Haney, CFBS, CLTC

Branding and building to sell: Remaking your practice with a "Shark Tank" mindset

Rachel Dealto

The relatable leader: Building trust and connection in your practice

Come Back for Updates

*Schedule is subject to change.
View all speaker information

Networking Opportunities

Welcome Reception

Monday, November 9
5:30 – 6:30 p.m.
Kick off your MDRT EDGE experience connecting with your peers during this relaxed and welcoming event at the Boston Marriott Copley Place. Enjoy light appetizers and beverages in an inviting setting as you build new relationships and set the tone for a productive and engaging meeting ahead.

Networking Lunch and MDRT Foundation Service Project

Tuesday, November 10
11:30 a.m. – 12:45 p.m.
Enjoy lunch while taking part in a meaningful, hands-on activity that supports a worthy cause. This experience offers a unique opportunity to connect with fellow meeting attendees, strengthen relationships and give back – making a positive impact together in one purposeful afternoon.
#MDRTEDGE

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