- Next Meeting
January 20, 2016 – 4:00 p.m.
- CRC – Port Gardner Room B
Everett School Employee Benefit Trust
Agenda
Wednesday, December 9, 2015
Community Resource Center
Monte Cristo Room (Note room change)
4:00 p.m.
- 1.
- Call to Order
2.
- Adoption of Agenda
3.
- Approval of Minutes from the October 21, 2015 Meeting
4. Financials – Darla Vanduren will not be in attendance at this meeting…she will
be on vacation
a. July 2015 Financials
b. August 2015 Financials
c. September 2015 Financials
d. October 2015 Financials
5. Consultant Report – Jayson Davidson is not able to attend in person but can
call in or he can come in January
a. Investment summary review
b. Annual investment policy ...