MDRT thanks all Top of the Table sponsors, attendees and speakers for supporting the 2015 Top of the Table Annual Meeting. Your participation helped create a wonderful experience for all.
Thank you again, and we look forward to seeing you next year in Quebec City, Quebec, Canada September 21 – 24, 2016.
New this year, Main Platform recordings from the 2015 Top of the Table meeting in the Resource Zone. And check out ideas captured there from past meetings. Search by topic, format or keyword to find techniques to help you in your practice.
All 2015 Top of the Table meeting presentations will be available for purchase 90 days after the meeting. In addition, you can browse Top of the Table branded products and plaques to display your membership with pride. Click here to browse the Store.
8:30 a.m. - 12 p.m.
Alpha, Beta and Now…Gamma —
David M Blanchett CFA, CFP
8:30 a.m. - 12 p.m.
Living A Happier Life —
Nataly Kogan
1:15 p.m. - 2:15 p.m.
Building a Million Dollar Plus Asset Management Practice —
Tim Murphrey, JD, CFP, CPA
2:45 p.m. - 3:45 p.m.
Game Changers: Working with Ultra-High Income Gen X and Y —
Brian Murray
2:45 p.m. - 3:45 p.m.
Complex Made Simple And Working With High
Net-Worth Clients
—
Christopher E. Erbilch
8:30 a.m. - 12 p.m.
Succession Planning: Building Your Business to Run With or Without You —
Jason L. Smith
1:15 p.m. - 2:15 p.m.
Planning for the Modern Family —
Lauren J. Wolven
8:30 a.m. - 10 a.m.
It's Time for a rEvolution: Build Your Resiliency and Conquer Your Stress, 60 seconds at a Time —
Jenny C. Evans