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FINANCIAL_SERVICESAPPROVED

smithtown_central_school_district_board_meeting_ag.pdf

Nestegg Advisors Supports Volunteer Finance Classes

Smithtown Central School DistrictNESTEGG ADVISORS INCDecember 9, 2025

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Smithtown CSD recognized Nestegg Advisors Inc. as the sponsoring firm for volunteer CFP Evan Levy, who will deliver financial planning workshops in the 2025-26 Adult Continuing Education program at no cost.

Contract Details

Vendor

NESTEGG ADVISORS INC

Agency

Smithtown Central School District, NY

Contract Type

FINANCIAL_SERVICES

Document Date

December 9, 2025

Contract Term

2025-26 school year

Renewal Date

2026-06-30

Renewal Info

Volunteer-based engagement for the 2025-26 school year only.

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