- Next Meeting
December 9, 2015 – 4:00 p.m.
- CRC – Monte Cristo Room (Note room change)
Everett School Employee Benefit Trust
Agenda
Wednesday, November 18, 2015
Community Resource Center
Port Gardner Room B
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
a. July 2015 Financials
b. August 2015 Financials
c. September 2015 Financials
d. October 2015 Financials
5. Consultant Report – Jayson Davidson
a. Investment summary review
b. Annual investment policy review and recommendations
Review performance of investment manager(s)
6. Wellness Program Update – Rickie Lee Marker-Hoffman ...
20151118 
