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Tuesday, February 25, 2025 · Government meeting record
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NOTICE OF MEETING AND AGENDA
Please take notice that the BOARD OF TRUSTEES OF THE CITY OF WINTER GARDEN PENSION
PLAN FOR GENERAL EMPLOYEES will conduct a meeting of the Board on February 25, 2025 at
2:30 pm in the City Hall Commission Chambers at 300 West Plant Street, Winter Garden, Florida 34787-
3009.
AGENDA
1. Approval of minutes of the regular meeting dated December 03, 2024.
2. Investment Reports
A. Investment Manager(s)
B. Performance Monitor
3. Old Business
4. New Business
A. Approval of return of contributions to member Ivory Smith.
5. Matters from the Public
6. Matters of the Chairman and Board Members
7. Attorney’s Report
8. Bills and Expenses for Approval
A. FPPTA invoice 13892 dated 01/15/2026 in the amount of $ 850.00.
B. Foster & Foster invoice 32509 dated 08/16/2024 in the amount of $ 5,010.00.
C. Foster & Foster invoice 34797 dated 02/04/2025 in the amount of $ 638.00.
D. Garcia, Hamilton, & Associates invoice 40592 dated 11/29/2024 in the amount of $3,290.24.
E. Highland Capital Management invoice 37965 dated 01/10/2025 in the amount of $1,933.38.
F. Highland Capital Management invoice 37053 dated 10/11/2024 in the amount of $13,875.10.
G. Klausner, Kaufman, Jensen & Levinson invoice 36559 dated 11/30/2024 in the amount of $372.20.
H. Klausner, Kaufman, Jensen & Levinson invoice 36792 dated 12/31/2024 in the amount of $644.80.
I. Mariner Institutional, LLC invoice 50510 dated 12/27/2024 in the amount of $8,750.00.
J. Salem Trust fee advice dated 01/01/2025 in the amount of $5,381.84.
9. Adjournment
DISABILITY INFORMATION
In accordance with the Americans with Disabilities Act and F.S.S. 286.26, persons with disabilities
needing special accommodation to participate in this proceeding should contact Ariel Kenon,
pension administrator, no later than 48 hours prior to the proceeding by calling 407-656-4111
x2255 for assistance; if hearing impaired, telephone the Florida Relay Service, Numbers (800) 955-
8771 [TDD] or (800) 955-8770 [voice], for assistance.
APPEAL NOTICE
If a person decides to appeal any decision made by the Board, with respect to any matter
considered at such meeting or hearing, he or she will need to ensure that a verbatim record of the
proceedings is made, which record includes testimony and evidence upon which the appeal is to be
based.
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