- Bradford Area Community Center 7:15 pm
- Introduce Tandy Hartford as Trustee
- Review basic information folder
- Provide recent escrow account statements to Tandy and Brett
- Discuss Investment Policy statement, review later and vote for acceptance at next meeting.
- Discuss visit to TD Bank to give Tandy and Brett access to accounts.
- Claire James: answer questions re: CIP related accounts
- Other business
- Set next meeting date
- Adjourn