| - Next Meeting
December 14, 2016 – 4:00-6:00 p.m.
- CRC – Monte Cristo Room (Note Room Change)
Everett School Employee Benefit Trust
Agenda
Wednesday, November 16, 2016
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 19, 2016 Meeting
4. Financials – Darla Vanduren
5. Wellness Program – Shelly Henderson
? Monthly report
6. Legal Counsel Follow-Up
? Decision regarding legal counsel representation for the Trust
7. Consultant Report – Jayson Davidson
? Investment portfolio review
? Annual investment policy revie... |