December 5, 2023 at 2:00 PM - H&L Board Meeting
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I. Call to Order
Speaker(s):
P III
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II. Appointment of Secretary
Speaker(s):
P III
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III. Minutes of Last Meeting
Speaker(s):
P III
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IV. Report on Marketing Production and Expansion Project
Speaker(s):
Jay
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V. Report on Investments
Speaker(s):
Robert
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VI. Written Investment Plan
Speaker(s):
Robert - Jay Motion
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VII. Brokerage Accounts Authority
Speaker(s):
Robert - Nick Motion
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VIII. Third Quarter Financials
Speaker(s):
Lourdes
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IX. Conflict of Interest Surveys
Speaker(s):
Cristy
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X. Customer Satisfaction Report
Speaker(s):
P IV
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XI. Report of GPM LIfe Services to H&L
Speaker(s):
Pam - Robert motion
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XII. Rate of Interest for 2024
Speaker(s):
Pam - Lourdes motion
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XIII. Next Meeting - March 5, 2024
Speaker(s):
P III
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XIV. Miscellaneous
Speaker(s):
P III
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XV. Adjourn
Speaker(s):
P III
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