- Next Meeting
December 13, 2017 – 4:00-6:00 p.m.
- CRC – Port Gardner Room B
Everett School Employee Benefit Trust
Agenda
Wednesday, November 15, 2017
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 18, 2017 Meeting
4. Financials – Darla Vanduren
5. Annual Audit Final Report – Darla Vanduren
6. Wellness Program – Shelly Henderson
? Monthly report
7. Consultant Report – Jayson Davidson (Online conference)
? Investment portfolio review
? Annual investment policy review and recommendations from investment...