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  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Jeff Prescher
    • Joe Tripalin
    • Patrick J. Costello
    • Philip Aderton >
      • 2019 CBAI IZALE Sponsored Golf Outing
  • Resources
    • Blog
    • Events >
      • History – Calendars by Year >
        • 2019 Client Conference
        • 2017 Client Conference
        • 2015 Client Conference
    • Privacy Policy & Website Privacy Statement
    • Video Education
  • Contact
IZALE Financial Group

2019 client conference

The 3rd IZALE Client Conference

Sunday, April 14 to Tuesday, April 16, 2019 The Line Hotel, Austin, TX

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The IZALE Client Conference is an opportunity to share information, vendor relationships, and expert financial industry advice with our clients who trust us as their experts. Their success is our success so we insure they get the best. From our start as an independent boutique firm, IZALE’s core value is close client relationships which is why we start our tagline with the sentiment to value people. This event is not just educational, it let's them know how much we appreciate their patronage and loyalty. This year, we gathered in Austin, TX where the new and the old came together for a large-like-Texas good time for us all.

For more information on how we value our customers, contact us today!

email IZALE National Headquarters

Value People. Improve Earnings. Protect Assets.

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click to visit The Line's website
Newly renovated and reopened in 2018, The LINE Austin is a collaboration of diverse local and visiting creative talent in its design, culture and culinary programs. Among its greatest assets is its location at the convergence of Town Lake and downtown Austin–outdoor life meets the vibrant culture.
Here’s an idea of the kind of agenda our clients can expect:

  • Sunday, April 14, 6pm-9pm – Casual welcome reception
  • Monday, April 15
    • 7a-8a: Breakfast buffet
    • 8a-11a: Meetings (insurance carrier representatives, ideas you can use)
    • 11a-noon: Lunch
    • Noon-6pm: Free time – golf, relax by the pool, explore Austin.
    • 6pm-10pm: Dinner with some fun
  • Tuesday, April 16
    • 7a-8a: Breakfast buffet
    • 8a-11a: Meetings (insurance carrier representatives, ideas you can use)
    • 11a-noon: Lunch and depart
 
Austin has a thriving arts and culinary culture we enjoyed together. Clients come early or stay late to take it all in our specifically chosen venue, and did so at their own expense at the conference room rate and subject to hotel availability.

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Contact

 855-492-5334 | Contact
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​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.
IZALE Website Privacy Policy
Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .