Meetings, Conferences and Events

2018 Schedule - keep current with our team!

4/24 Are Your Checking Accounts Doing All They Could? Rescheduled 5/1!     Webinar W.O.W.S.

4/26-28 Mountain West Credit Union Association Annual Conference Colorado Springs, CO

4/27 CBAI Groups 1 & 2 Meeting Wrigley Field Chicago, IL

4/30 CBAI Group 12 Meeting & Golf Outing Kokopelli Golf Course Marion, IL

5/1 CBAI Group 10 Meeting & Golf Outing Annbiar Golf Course Waterloo, IL

5/1 Are Your Checking Accounts Doing All They Could?    Webinar W.O.W.S.

5/8 CBAI Group 7 Meeting & Golf Outing Crestwicke Country Club Bloomington, IL

5/10-11 Big 10 University Credit Union Conference Chicago, IL

5/14 CBAI Group 9 Meeting & Golf Outing Jacksonville Country Club    Jacksonville, IL

5/20-23 CUNA CFO Council Annual Conference Austin, TX

6/4 CBAI Group 8 Meeting & Golf Outing Mattoon Country Club    Mattoon, IL

6/6 CBAI Group 11 Meeting & Golf Outing Effingham Country Club Effingham, IL

6/6-9 Michigan Credit Union League Annual Convention Traverse City, MI

6/10-12 Financial Managers Society Forum Orlando, FL

6/25   CBAI Group 6 Meeting & Golf Outing Spring Lake Country Club    Quincy, IL

8/12-15 Defense Credit Union Council Annual Conference Williamsburg, VA

9/23-25 2018 Financial Managers Society East Coast Regional Conference Hershey, PA

9/27-29 Community Bankers Association of Illinois Annual Convention St. Louis, MO

10/10-12 Indiana Credit Union League 84th Annual Conference Indianapolis, IN

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

2018 IZALE Out and About

1/22-23 IZALE Annual Team Meeting Rosemont, IL

2/6-8   Michigan Cues Future Summit Detroit, MI

3/8 Is It Time for Value-Based Checking? Webinar W.O.W.S.

3/17-20 Western Independent Bankers/WBA Conference Kauai, HI

4/5   Is It Time for Value Based Checking? Webinar W.O.W.S.

4/8-11 CBAI Call on Washington Washington, DC

4/18   CBAI Capital Conference Springfield, IL

4/18   Are Your Checking Accounts Doing All They Could? Webinar W.O.W.S.

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

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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.

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 .