Volunteer Financial Planning Workshops Approved
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Description
The district approved a volunteer arrangement with Evan Levy, CFP, of Nestegg Advisors Inc. to present Adult Continuing Education workshops on Social Security and tax planning during the 2026-27 school year. Sessions will support community financial literacy at no listed cost to the district.
Contract Details
Vendor
NESTEGG ADVISORS INC
Agency
Smithtown Central School District, NY
Contract Type
PROFESSIONAL_SERVICES
Document Date
June 23, 2026
Contract Term
2026-27 school year
Renewal Date
2027-06-30
Renewal Info
Volunteer Adult Education role for 2026-27; continuation would require future Board confirmation.
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