| - Next Meeting
December 12, 2011
4:00 p.m.
- Everett School Employee Benefit Trust
Agenda
Monday, November 28, 2011
Administrative Center
Boardroom
4:00 p.m.
- 1.
- Call to Order
2.
- Adoption of Agenda
3.
- Approval of Minutes from the October 24, 2011 Meeting
4. Financials – Darla Vanduren
? Monthly financials
? Review of annual report & budget for the Office of Financial Management
5. Wellness Program Report – Gail Buquicchio
6. Consultant Report – Jayson Davidson
? Investment summary review
? Review performance of investment manager
? Annual investment policy review and recommend... |
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