2021 Upcoming Out & About Schedule5/11 CBAI Group 7 Meeting Crestwicke Country Club, Bloomington, IL
5/12 CBAI Group 5 Meeting Saangetaha Country Club, Galesburg, IL 5/19 Executive Benefits Overview for Credit Unions Webinar 6/7 CBAI Group 3 Meeting Lake Carroll Golf Course, Lanark, IL 6/14 & 15 Financial Manager's Society Forum Washington, D.C. 6/14 CBAI Group 8 Meeting Mattoon Country Club 6/15 CBAI Group 4 Meeting Pontiac Elks Country Club 6/21 CBAI Group 6 Meeting Spring Lake Country Club, Qunicy, IL TBD-June CBAI Group 1 & 2 Meeting Guaranteed Rate Field, Chicago, IL 8/10-13 Defense Credit Union Council Naples, FL 2021 Out & About Schedule in Retrospect
3/4 Executive Benefits Overview for Credit Unions Webinar
3/11 Executive Benefits Overview for Credit Unions Webinar 3/18 Executive Benefits Overview for Credit Unions Webinar 3/25 Executive Benefits Overview for Credit Unions Webinar 4/6 Executive Benefits Overview for Credit Unions Webinar 4/28 Executive Benefits Overview for Credit Unions Webinar 5/3 CBAI Group 10 Meeting Annbriar Golf Course, Waterloo, IL 5/4 CBAI Group 12 Meeting Franklin County Golf Course, West Frankfort, IL 5/5-7 Mountain West Credit Union Association Annual Meeting Scottsdale, AZ 5/5 CBAI Group 11 Meeting Effingham Country Club 5/10 CBAI Group 9 Meeting Jacksonville Country Club 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.
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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 .