2021 Upcoming Out & About Schedule
8/3 CUES Annual Golf Outing Clarkston, MI
8/10-13 Defense Credit Union Council Naples, FL
8/11 CBAI PAC Roundtable Chicago, IL
8/22-25 Michigan Credit Union League Annual Convention Travers City, MI
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
5/11 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
6/29 CBAI Political Action Committee (PAC) Roundtable Eureka, IL
7/8 CBAI PAC Roundtable Monmouth, IL
7/14 CBAI PAC Roundtable Girard, 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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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
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