2019 Upcoming Out & About Schedule
9/19-21 CBAI 45th Annual Convention Chicago, IL
October Indiana Credit Union League Stay Tuned for Dates & Location
10/16 How To Pay Your CEO with BalancedComp Webinar
11/13 How To Pay Your CEO with BalancedComp Webinar
12/9 CBAI Directors Conference Springfield, IL
12/18 How To Pay Your CEO with BalancedComp Webinar
Please check back here for updates or call (855) 492-5334 or email. We look forward to seeing you soon!
2019 IZALE Calendar In Review
1/9 Balancing Rewarding Your Key People and Bottomline FMS Webinar
1/24 Is It Time For Value-based Checking? Webinar
2/15 How To Pay Your CEO Webinar
2/20 Community Bankers Association Illinois (CBAI) "C" Conference Springfield, IL
3/4-6 Lombard International Global Private Placement Forum Miami, FL
4/10 CBAI 35th Annual Capital Conference Springfield, IL
4/10 How To Pay Your CEO with BalancedComp Webinar
4/14-16 IZALE Client Conference Austin, TX
4/18 Is It Time for Value-based Checking? Webinar
4/24–26 Mountain West Credit Union Association Annual Meeting & Convention Scottsdale, AZ
4/25 CBAI Group Meetings Begin Stay Tuned for Illinois Dates & Locations
5/7 CBAI Group 10 Meeting & Golf Annbriar Golf Course, Waterloo, IL
5/13 CBAI Group 4 Meeting & Golf Pontiac Elks Country Club, Pontiac
5/14 CBAI Group 7 Meeting & Golf Crestwicke Country Club Bloomington, IL
5/16 Value-based Checking Webinar
5/20 CBAI Group 9 Meeting & Golf Jacksonville Country Club Jacksonville, IL
6/3 CBAI Group 8 Meeting & Golf Mattoon Country Club
6/5-8 Michigan Credit Union League Annual Convention Detroit, MI
6/10 CBAI Group 3 Meeting & Golf Lake Carroll Golf Course Lanark, IL
6/11 CBAI Group 5 Meeting & Golf Soangetaha Country Club Galesburg, IL
6/12 How To Pay Your CEO with BalancedComp Webinar
6/17 CBAI Group 6 Meeting & Golf Spring Lake Country Club Quincy, IL
6/23-25 The FMS Forum Boston, MA
6/27 CBAI Directors College Springfield, IL
8/6 Credit Union Executive Society Golf Outing Clarkson, MI
8/14 How To Pay Your CEO with BalancedComp Webinar
8/18-21 Defense Credit Union Council Annual Conference Chicago, IL
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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.
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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.
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 .