smithtown_central_school_district_board_meeting_ag.pdf
Volunteer Financial Planning Seminars Approved
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Description
The Board authorized a 2020-21 volunteer Adult Continuing Education agreement with Bud Levy of NestEgg Advisors, Inc. to present courses on Social Security planning and financial planning for grandparents. The arrangement is described as volunteer with no fees listed.
Contract Details
Vendor
NESTEGG ADVISORS INC
Agency
Smithtown Central School District, NY
Contract Type
FINANCIAL_SERVICES
Document Date
December 9, 2025
Contract Term
2020-21 school year
Renewal Date
2021-06-30
Renewal Info
Volunteer Adult Continuing Education engagement for 2020-21; any future offerings require separate approval.
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