Meetings, Conferences and Events

2020 Upcoming Out & About Schedule

4/21-23     Virtual Elevate Banker’s Conference     Via Zoom

4/22     CBAI Capital Conference     Springfield, IL

4/28-5/1     CBAI Call on Washington DC     Washington, DC

5/4     CBAI Group Meeting & Golf Outing at Annbriar Golf Course      Waterloo, IL

5/5     CBAI Group Meeting & Golf Outing at Franklin County Country Club     West Frankfort, IL

5/6     CBAI Group Meeting & Golf Outing at Effingham Country Club     Effingham, IL

5/11     CBAI Group Meeting & Golf Outing at Jacksonville Country Club     Jacksonville, IL

5/12     CBAI Group Meeting & Golf Outing at Crestwicke Country Club      Bloomington, IL

5/18     CBAI Group Meeting & Golf Outing Pontiac Elks Country Club     Pontiac, IL

6/1     CBAI Group Meeting & Golf Outing at Mattoon Country Club      Mattoon, IL

6/3-6     Michigan Credit Union League Annual Convention & Expo      Grand Rapids, MI

6/8     CBAI Group Meeting & Golf Outing at Lake Carroll Golf Course     Lanark, IL

6/9     CBAI Group Meeting & Golf Outing at Soangetaha Country Club     Galesburg, IL

6/10     How To Pay Your CEO     Webinar

6/11     CBAI Group Meeting & Golf Outing at Guaranteed Rate Field    Chicago, IL

6/14-16     FMS Forum     Scottsdale, AZ

6/15     CBAI Group Meeting & Golf Outing at Spring Lake Country Club      Quincy, IL

6/27      CBAI Directors College     Springfield, IL

8/4     CUES Annual Golf Outing at Shepard’s Hallow Golf Club    Clarkston, MI

8/9-12     Defense Credit Union Council Annual Conference     San Francisco, CA

9/19-22     Elevate 2020     Maui, HI

9/27-29 CBAI Annual Conference     Springfield, IL

12/9     CBAI Directors Conference     Springfield, IL

Please check back here for updates or call (855) 492-5334 or email. We look forward to seeing you soon!

IZALE opens doors to
successful strategies!

The IZALE team is always participating in the organizations and professional associations that are influencing financial responsibility, policy and ethics, and the best practices for both consumers and institutions today.
Scott Richardson, CEO/President

2020 IZALE Calendar In Review

2/4-6     Michigan CUES Future Summit     Detroit, MI

2/19     “C” Conference CBAI      Springfield, IL

2/23     Defense Credit Union Council: Defense Matters     Washington, DC

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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.

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