CPF Conversations Unlocked: Boost Client Engagement and Trust

Date: 11 Feb 2026
Time: 10:00am - 11:30am
Location: Online

Learn how to lead impactful CPF conversations that drive results by boosting client engagement and trust.

Introducing Quick Planner - from goal to plan in 10 minutes

Date: 26 Feb 2026
Time: 2:00 pm - 3:30 pm
Location: Online

Quick Planner gives you the option of a simpler, faster way to start meaningful conversations with prospects and clients.

MDRT Gives Day 2026

Date: 25 Mar 2026
Time: 3pm - 5:30pm
Location: Online

The values behind MDRT Gives Day resonate deeply with us. It reflects the heart of the MDRT community and allows us to contribute to the MDRT Foundation’s Global Grants Program in a tangible and impactful way.

MDRT Annual Meeting 2026

Date: 6 - 10 Jun 2026
Time: Refer to Agenda
Location: Anaheim, California

MDRT Annual Meeting, 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.

MDRT Global Conference

Date: 22 - 26 Aug 2026
Time: Refer to Agenda
Location: Sydney, Australia

Designed for early- and mid-career advisors in MDRT’s fast-growing APAC markets.

MDRT Top of The Table

Date: 6 - 9 Oct 2026
Time: Refer to Agenda
Location: Palos Verdes, California

Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.

From Chaos to Clarity: Streamline Your Financial Planning Process in 60 Mins

Date: Recurring Sessions
Time: 3pm - 4pm
Location: Online

Stop wasting precious time because your planning process and administration aren’t streamlined. 

GoalsMapper New User Training

Date: Recurring Sessions
Time: Recurring Sessions
Location: Online

For GoalsMapper new users, learn the fundamentals of using GoalsMapper platform.

GM Legacy: Unlock Estate Planning Conversations

Date: Recurring Sessions
Time: Recurring Sessions
Location: Online

Legacy planning conversations can often feel vague or overly complex, for both you and your clients. Simplify estate planning conversations with GM Legacy and speak to clients with confidence.

IFPAS Workshop: AI-Ready Advisor: How to Win in the Age of Generative AI

Date: 6 Feb 2026
Time: 2pm - 4pm
Location: Hybrid

This practical, hands-on session introduces financial practitioners to the world of AI-powered tools that can transform client engagement, streamline operations, and elevate professional productivity.

FPAS Workshop: Mortgage as a Prospecting Tool

Date: 29 Jan 2026
Time: 10am - 11:30am
Location: Online

This workshop is jointly organised by the Financial Planning Association of Singapore (FPAS) and GoalsMapper, designed to equip participants with practical insights and actionable strategies to enhance their financial planning practice. 

IFPAS Workshop: Upgrading Your Practice, One Step at a Time

Date: 29 Jan 2026
Time: 2pm - 4pm
Location: Hybrid

Participants will explore how a slow-and-steady approach, starting before conditions feel perfect, and staying genuine in client interactions can lead to meaningful and sustainable growth.

MDRT Gives Day 2025

Date: 26 Mar 2025
Time: 3pm - 5.30pm
Location: Online

A one-day global fundraising event for the MDRT Foundation's Global Grant Programs.