Trustees of the Trust Funds Meeting Agenda for 12-8-2023

Date: 
Friday, December 8, 2023 - 11:00am

Trustees of the Trust Funds Year-End Review
8 December 2023
Police Community Room
14 Village Green

 

  • 11:00 AM Call to Order
  • Pledge of Allegiance
  • Agenda Items:
    • Approval of 28 July 2023 Minutes
    • Portfolio Performance Review
      • 2023 Town Report Portfolio Performance Summary
    • Revised DOJ Reporting Requirements for Perpetual Care
      • DOJ Submittal Planning
    • Pending SAU Withdrawal of Funds From Building & Grounds CRF
    • Ratification of Expedited Deposits and Withdrawals
    • March 2024 Town Election Trustee Candidates
    • RSA 91a Compliance
  • Scheduling of Next Meeting
    • February 2024