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!
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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
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