Trustees of the Trust Fund
Regular MeetingLaconia, NH · July 17, 2023
Agenda
City of Laconia
Trustees of Trust Funds Agenda
July 17, 2023, 2:00 PM
1. Call to Order
2. Investment Review Citizens Bank/Clarfeld
3. Next Meeting: October 16? Or 23?
4. Approval of Minutes of the April 17th Meeting.
5. Election of Officers: Chairperson, Secretary, Vice Chairperson.
6. Review of NHPDIP Accounts.
7. Review Summary Sheet of Funds provided by Citizens Bank.
8. Putnam Fund – Year End Review.
9. Scholarship Winners.
10. 2023 Municipal Trustees Training held on June 8th.
11. Investment Policy for Capital Reserve Accounts.
12. Tour City Cemetery’s.
13. Communications.
14. Adjournment.
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