166376 11/24/2008 CITY OF CARMEL, INDIANA VENDOR: 362209 Page 1 of 1
4 ONE CIVIC SQUARE STEPHEN SCHUG, CFP CHECK AMOUNT: $760.00
CARMEL, INDIANA 46032 9951 CROSSPOINT BLVD, SUITE 100
yi: N INDIANAPOLIS IN 46256 -3393 CHECK NUMBER: 166376
CHECK DATE: 11/24/2008
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
1047 4340800 760.00 ADULT CONTRACTORS
J
STEPHEN J.
SC HUG, C FP
Wealth Counseling for
Central Indiana Professionals
October 21, 2008
TO: Matt Leber, Adult Recreation Supervisor, Carmel -Clay Park Rec. Dept.
FROM: Stephen J. Schug, CFP
RE: Reimbursement for class workbooks for Retirement Planning Class
Matt:
My expenses for the workbooks for the recently concluded class were as follows:
40 class registrations Purch m CcrrtrKi- T
Description
P.O. a AL
$19 cost per workbook 1-4 j f 0 0 d
Budg
Total amount requested $760.00 Une Deser r fiv
Purchaser p� i U 2°I o
Approv D I
Per our agreement, CCPR received the class registration fee of $49 each. CCPR was to
retain $30 of the fee as income, then reimburse me for the $19 cost of the workbooks.
If you have any questions, do not hesitate to call me. I was quite pleased with the class
and you have made it easy to work with CCPR!
Thanks R(7'
E,
NOV 1 2 2008
BY:
Stephen J. Schug, CFP
Capital Analysts of the Midwest, Inc.
9951 Crosspoint Boulevard Suite 100 Indianapolis, Indiana 46256 -3393
(317) 576 -9644 Toll Free: (888) 323 -8476 Fax: (317) 576 -0915 sschug @camidwest.com
Securities and Investment Advisory Services offered through Capital Analysts Incorporated: A Broker Dealer Registered Investment Advisor Member NASD SIPC
ACCOUNTS PAYABLE VOUCHER
CITY OF CARMEL
An invoice of bill to be properly itemized must show; kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee
Purchase Order No.
Schug, Stephen J, CFP Terms
9951 Crosspoint Blvd, Ste 100
Indianapolis, IN 46256 -3393
Invoice Invoice Description
Date Number (or note attached invoice(s) or bill(s)) Amount
10/21/08 Reimb. Workbooks for Retirement planning class 760.00
Total 760.00
1 hereby certify that the attached invoice(s), or bill(s) is (are) true and correct and I have audited same in accordance
with IC 5- 11- 10 -1.6
20_
Clerk- Treasurer
Voucher No. Warrant No.
Schug, Stephen J, CFP Allowed 20
9951 Crosspoint Blvd, Ste 100
Indianapolis, IN 46256 -3393
I n Sum of
760.00
ON ACCOUNT OF APPROPRIATION FOR
104 Program Fund
PO# or INVOICE NO. ACCT #/TITLE AMOUNT Board Members
Dept
1047 Reimb. 4340800 760.00 1 hereby certify that the attached invoice(s), or
bill(s) is (are) true and correct and that the
materials or services itemized thereon for
which charge is made were ordered and
received except
17 -Nov 2008
Signature
760.00 Accounts Payable Coordinator
Cost distribution ledger classification if Title
claim paid motor vehicle highway fund