Apr 24, 2024BoardMeeting
BoardCalifornia Achieving A Better Life Experience (Able) Act Board Minutes
The board discussed the Executive Director's operational updates, including budget, staffing, and marketing initiatives. The board authorized an agreement for marketing services for the California ABLE Program. Quarterly performance, investment, and evaluation reports for the fourth quarter of 2023 were presented and reviewed, covering account demographics and portfolio trends. Additionally, a fiduciary training session was conducted, and the board heard public comments regarding website functionality and account rollover processes.