While working on updating the cost distribution spreadsheet, I realized Jim and I probably have more work to do on it than we can get done today (related to the cost basis of stocks we’ve purchased in multiple lots if we are keeping a portion of them and John is getting a portion of them). Therefore, let’s wait until December to meet.
I believe Peg is busy on Dec. 18. I’m busy the 19th. Does Wednesday, Dec. 20 work for everyone? Please respond so we can get the date on all of our calendars.
Thanks!
Betsy
Hi,
I’m working on updating the spreadsheet for the final distribution of assets to John, but haven’t had a chance to prepare the document which needs to be notarized for John’s brokerage firm and E*Trade to make the distribution.
Do we want to meet tomorrow?
Betsy
Hi, All
I’ve been really delinquent since our October JIG meeting. Though I did talk with my neighbor generally about her availability to come and notarize our signatures for whatever document we need to sign off on John’s resignation from JIG and transfer of his share of assets, I haven’t done anything about the document or working with Jim to put together the final spreadsheet showing that distribution. (Like that run-on sentence??? ::) )
I’m wondering what everyone thinks about having a meeting in November. I’m assuming Peg has class on Monday and Maryellen is not available on Tuesday. Nor is Tuesday very good for me. One option would be to hold the meeting a week from Tuesday, November 28 if everyone is available and I get my act together regarding the documents/agreement. Reactions?????
Betsy
