NOTEWORTHY

Optimizing Your Wealth and Health

 

On Tuesday, April 27, 2021, Chevy Chase Trust proudly partnered with the Virginia Hospital Center Foundation for a virtual program on charitable giving and staying-well strategies. Laly Kassa CFP®, Managing Director, offered insights into the most tax-efficient methods for giving charitably and Dr. Michael Silverman shared insight about the COVID-19 pandemic from the vantage point of the Virginia Hospital Center emergency room.

Click on the link to hear Ms. Kassa describe the most optimal types of assets to give and the benefits of Donor Advised Funds and Dr. Silverman’s insights about the vaccine roll out and staying well while returning to a more active lifestyle.

 

Important Disclosures