Program

What to Expect

What You will Learn

Full Schedule*

MONDAY, NOVEMBER 10, 2025

10 a.m. – 5:30 p.m.
Registration Check In/MDRT Foundation Booth
1 – 5 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

Adrian George, CFP, TEP

Prospecting your niche: Practical steps to expand your target market

Dr. Marcus Collins

Future-proofing your brand

Kristen Hadeed

Ignite a culture of 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

Adrian George, CFP, TEP

Prospecting your niche: Practical steps to expand your target market

Dr. Marcus Collins

Future-proofing your brand

Kristen Hadeed

Ignite a culture of growth

Peer Group Touch Points

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.

Speakers in session

Adrian George, CFP, TEP

Prospecting your niche: Practical steps to expand your target market

Dr. Marcus Collins

Future-proofing your brand

Kristen Hadeed

Ignite a culture of growth

5:30 – 6:30 p.m.
Welcome Reception

Tuesday, November 11, 2025

8 a.m. – 4:15 p.m.
Main Session

Anchor  Sessions

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

Shawn Kanungo

Embracing innovation and fearless strategy in a world of AI

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

Ford Saeks

Business growth acceleration: Improving your findability, unique ability and profitability

Terri Sjodin

Presentation ready: Fix unseen flaws and present more persuasively

Michelle L. Bender, CFP

Buying, selling or preparing: What to do and what I wish I knew

Jamie Golombek, CPA

Tax planning for high-net-worth clients

David Podell

Using large-deductible tax strategies to enhance a business owner’s retirement plan

Stephanie Woo

The yin and yang of partnerships: How to turn differences into strengths and create exceptional collaboration – not conflict

Alex Fyon

The yin and yang of partnerships: How to turn differences into strengths and create exceptional collaboration – not conflict

8 a.m. – 5:30 p.m.
Registration/MDRT Member Benefits/MDRT Store/MDRT Foundation/Restaurant Reservations
11:15 a.m. – 12:30 p.m.
Networking Lunch and Foundation Service Project
4:30 – 5:30 p.m.
Book Club Event

Speakers in session

Shawn Kanungo

Book: The Bold Ones: Innovate and Disrupt to Become Truly Indispensable

WEDNESDAY, NOVEMBER 12, 2025

8 – 11:15 a.m.
Main Session

Anchor Sessions

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

Rebecca Heiss

The stress advantage — Using stress to springboard you to your highest level of performance

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

Ryan J. Pinney, LACP

Practical ways for advisors to put AI into practice

Alphil Jay Guilaran, BA, EPC

The great wealth transfer: Preparing the next generation

Kwame Christian

Mastering negotiation: Communication strategies to achieve exceptional results

Come Back for Updates

*Schedule is subject to change.

Networking Opportunities