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financial planning

 

Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.

Read Leslie Smith’s Bio »

Read Laly Kassa’s Bio »

Financial Planning and College Savings

Every client at Chevy Chase Trust receives comprehensive financial planning.