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PROFESSIONAL_SERVICESAPPROVED

Smithtown Central School District Agenda Regular Meeting 2026-06-23

Volunteer Financial Planning Workshops Approved

Smithtown Central School DistrictNESTEGG ADVISORS INCJune 23, 2026

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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

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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