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Trustees of the Trust Fund

Regular Meeting

Laconia, NH · July 17, 2023

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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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