Interview | Laly Kassa | Senior Managing Director & Co-Head of Planning Group
How Women Make a Difference in Wealth Management In this interview, Senior Managing Director and Co-Head of Planning Group Laly […]
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Laly Kassa
Laly Kassa featured in Barron’s: The Single Woman’s Guide to Retirement Planning
Anyone who has ever spent a frustrating few hours clothes shopping knows that one size doesn’t fit all. When it comes to retirement, many women, in particular, need a custom fit.
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 »
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Financial Planning and College Savings
Every client at Chevy Chase Trust receives comprehensive financial planning.
