Trustees of the Trust Funds Meeting Agenda for 2-9-2024

Submitted on February 1, 2024 - 4:43pm
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Date: 
Friday, February 9, 2024 - 11:00am
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Trustees of the Trust Funds Meeting

Trustees of the Trust Funds Review
9 February 2024
Police Community Room
14 Village Green

 

  • 11:00 AM Call to Order
  • Pledge of Allegiance
  • Agenda Items:
    • Approval of 8 December 2023 Minutes
    • Portfolio Performance Review
    • DOJ Submittal
      • Review of MS-9 Upload
      • Review of Perpetual Care Upload
      • Sign-off of 2024 Investment Policy
    • Ratification of 2024 Expedited Deposits and Withdrawals
    • Posting of Alternate Trustee Position
  • Scheduling of Next Meeting
    • May 2024