2019 Upcoming Out & About Schedule
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 4/28 CBAI Call on Washington Washington, DC 5/16 Value-based Checking Webinar 6/5-8 Michigan Credit Union League Annual Convention Detroit, MI 6/12 How To Pay Your CEO with BalancedComp Webinar 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 9/27-29 CBAI 44th 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 |
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. |
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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.
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 .