The 2023 National Conference brought together the Infinity Financial Services community to reflect, learn, and explore new horizons in financial advising. The conference emphasized the importance of awareness, versatility, and innovative problem-solving to navigate an ever-changing industry landscape. Attendees participated in engaging discussions on market trends, high-net-worth client solutions, and strategies to stay ahead in a competitive field. The event featured interactive breakout sessions, cutting-edge financial tools like RBC Black, and opportunities to connect with sponsors offering diverse financial solutions.
Highlighting the spirit of collaboration, the conference hosted the 2023 Major League Investment Draft, where teams competed to build tailored portfolios, further showcasing the creativity and expertise of IFS advisors.
The conference underscored the importance of adapting to client needs and seizing opportunities in an evolving financial world, leaving attendees inspired and equipped to deliver exceptional results.
The 2023 Major League Investment Draft challenged participants to craft a retirement-focused investment portfolio for Suzie and Howard, a high-net-worth couple nearing retirement. With $1 million in marketable securities to reposition, teams had to follow strict allocation rules across fixed annuities, marketable securities, complex products, and treasuries, ensuring alignment with the couple's financial goals and risk tolerance.
Participants demonstrated remarkable strategy and insight, with no portfolio rebalancing allowed post-allocation and certain high-risk assets excluded. The competition brought innovation and collaboration to the forefront, showcasing the talent and creativity of every team. This engaging event highlighted the power of financial expertise, and we’re proud to announce the winners who delivered exceptional results.
Thank you to all who made it such a success, and congratulations to the winners!
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