Program

Full Schedule

SATURDAY, JUNE 21

11 a.m. - 6 p.m.
Registration Open
11 a.m. - 5 p.m.
ConneXion Zone Open (No sessions this day)
View Sessions
11 a.m. – 4 p.m.
MDRT Foundation Booth Open
11 a.m. – 5 p.m.
MDRT Store and MDRT Member Benefits Hub Open
4:30 – 5:30 p.m.
PGA Volunteer Kickoff and Task Force Breakouts

SUNDAY, JUNE 22

9 a.m. - 6:30 p.m.
Registration Open
10 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11 a.m.)
More Information to come
10 a.m. – 5 p.m.
MDRT Store and MDRT Member Benefits Hub Open
10 a.m. – 6 p.m.
MDRT Foundation Booth Open
12:30 – 3 p.m.
Court of the Table and Top of the Table Program and Reception (Exclusively for 2025 Court of the Table and 2025 Top of the Table members)
3 – 4 p.m.
Launch to Excellence
5:30 – 7 p.m.
Main Platform
More Information to come

MONDAY, JUNE 23

7 a.m. - 4 p.m.
Registration Open
8 - 11 a.m.
Main Platform

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Carol Kheng, ChFC

Presidential Address

Kate Moynihan

Nicholas Thompson

The future of being human

11 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11:30 a.m.)

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

11 a.m. - 5 p.m.
MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open
11:30 a.m. - 1 p.m.
Special Session Luncheon (Ticketed event. Session presented in English only.)
1:30 - 2:30 p.m.
Focus Sessions

Seok Hoon An

Doctor markets, I can do it too

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC

Attaining and maintaining Top of the Table production

Asvin Chauhan, MIFP, DipFA

How to build a high-performing team whose strengths complement yours

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Ryosuke Kambara

Continue to excel as a life insurance specialist

Paritosh Pathak

Unlock your next level of growth with strategic networking

Surawut Pattanabandit

Overcoming obstacles to attain success

Augustine Boon Kheong Seah, BSc

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Zeng Shao Hua

The logic of selling whole life insurance

1:30 - 2:30 p.m.
MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

3 – 4 p.m.
Focus Sessions

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Marcela Berdugo, Codesh Shekinah De Jesus Hernande, Lizette, Kominik Sterling, Isela Quinones Arreola, Sr.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Katherine Hunt, Jeffrey Scott, CFP, Ph.D.

“Would you do this to your mother?”: The ethics of advice

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Joo Hwan Lee

Successful organization management and sales know-how for long-term success

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Xuan Yang

Embracing AI is the choice of the times

3 – 4 p.m.
MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

4 – 5:30 p.m.
MDRT Center for Field Leadership Reception and Awards Ceremony (Exclusively for MDRT Center for Field Leadership members.)
5 - 6 p.m.
Quarter Century Club
(Exclusively for MDRT members with 25-plus years of membership.)
5:30 - 6:30 p.m.
Top of the Table Reception (Exclusively for 2025 Top of the Table members.)

TUESDAY, JUNE 24

7:30 a.m. - 4 p.m.
Registration Open
8 - 11 a.m.
Main Platform

John F. Nichols, MSM, CLU

Incoming Presidential Address

11 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11:30 a.m.)

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

11 a.m. - 5 p.m.
MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open
11:30 a.m. - 1 p.m.
Special Session Luncheon
(Ticketed event. Session presented in English only.)
1:30 - 2:30 p.m.
Focus Sessions

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

1:30 - 2:30 p.m.
MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

3 - 4 p.m.
Focus Sessions

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Joseph Jordan

Purpose-driven retirement planning

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Lin Bin

Upgraded file management for efficient closing

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

3 - 4 p.m.
MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Ana Daniela Morosanu

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

5 - 6 p.m.
Quarter Century Club (Exclusively for members with 25-plus years of membership.)

WEDNESDAY, JUNE 25

8:30 a.m. – 2 p.m.
Registration Open
7:30 – 9 a.m.
Court of the Table and Top of the Table Open Forum (Exclusively for 2025 Court of the Table and 2025 Top of the Table members.)
9 – 10 a.m.
Quarter Century Club (Exclusively for members with 25-plus years of membership.)
9:30 – 10:30 a.m.
Focus Sessions

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang

Panel discussion: Managing a unified advisor brand

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Theerawat Korkietanon

Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Bobby James Ning, CFP, BA

Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Bipin Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

9:30 a.m. – 2 p.m.
ConneXion Zone Open (No sessions this day)
9:30 a.m. – 2 p.m.
MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open
11 a.m. – 12 p.m.
Focus Sessions

Shane E. Westhoelter, AEP, CLU

How to build a business that generates USD 30 million income annually

Rickson Joel D'Souza

12x Top of the Table with a 46-day summer vacation

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Jidapa Srimuang, CFP, LUTCF

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Junghun Suh

Mind Control

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

1 – 4 p.m.
Main Platform

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

Schedule is subject to change.
View All Speakers

Sessions

The MDRT Annual Meeting offers attendees programming in the following session formats:

MAIN PLATFORM

On the largest stage at the MDRT Annual Meeting, Main Platform offers engaging and inspirational content from thought leaders and renowned speakers relevant to the financial services profession surrounding sales and business strategies, and work-life balance.

Main Platform will also showcase MDRT Speaks — fast-paced segments featuring members sharing innovative and creative business concepts on topics such as productivity, client engagement strategies and business practices.

Main Platform: Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices, and work-life balance.

MDRT Speaks: A highlight of the meeting, these fast-paced sessions feature MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies, and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2024 Presidential Address.

MDRT Foundation: Learn about the 2024 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: An in-depth conversation between an MDRT leader and a featured speaker.

Focus Sessions

Join member and nonmember industry experts as they share knowledge covering a variety of subject matters, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

ConneXion Zone®

A fun and invigorating area featuring quick-hit presentations and a variety of opportunities to connect with members and colleagues, the ConneXion Zone is the center of activity at the meeting. Make lifelong friends, network with your peers, take photos to share on social media and engage in discussions with speakers. The ConneXion Zone offers more than 75 sessions and will provide you with solutions and cutting-edge ideas to implement immediately into your business.

Special Sessions

Sign up for special and exclusive content as add-ons to the MDRT Annual Meeting.
*Membership qualifications apply; pre-registration recommended.
**Prepaid ticketed event, at additional cost at time of registration.

Launch to Excellence: Whether you are a new member or attending the Annual Meeting for the first time, you will connect with members from across the globe at this engaging kickoff session designed to celebrate your achievements and help you maximize your membership and meeting experience. Though designed for members in their first five years of membership and those new to attending MDRT meetings, this session is open to all meeting attendees.

**Special Session Luncheons: Join industry experts for a deeper exploration of relevant topics. (These sessions are presented in English only.)

*Court of the Table and Top of the Table Program: Enhance your meeting experience with fellow Court of the Table and Top of the Table members at this exclusive session.
(This event is open to 2025 Court of the Table and 2025 Top of the Table members only.)

*Court of the Table and Top of the Table Open Forum: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session.
(This event is open to 2025 Court of the Table and 2025 Top of the Table members only.)

MDRT Center for Field Leadership sessions: These four special sessions are targeted for field and home office leaders in financial services. Packed with team management strategies and aligned with the MDRT Culture of Excellence Award criteria, you will accelerate your leadership journey and connect with fellow MDRT Center members.
(These sessions are presented in English. Interpretation is not offered.)

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