Events

The Longevity Blueprint for Women: A Bay Area Lunch & Learn on Health, Long-Term Care & Financial Planning

This event is hosted in San Ramon (94583) and welcomes women from Danville, Alamo, Lafayette, Pleasanton, Livermore, Walnut Creek, and surrounding Bay Area communities who want to take a more proactive approach to health and financial planning. Better understand the rising cost of healthcare, long-term care planning, and how to maintain independence in later years.

LEAVING A ROBUST LEGACY | Discover How To Address Common Estate and Legacy Risks Before They Become Costly

Your Road to Financial Independence | A Masterclass for Women by Marilyn Suey

Ageless - A Special Event for Women of Wisdom

Beyond Today - Preparing for a Longer, Healthier Tomorrow | The Smart Approach to Future-Care Ready Planning

Ideal for pre-retirees, retirees, caregivers, and anyone interested in maintaining a good quality of life now and for years to come.

Lunch and Learn | Advanced Estate Planning - Safeguarding Your Legacy and Your Wealth #688571

Legacy and Estate Planning is often overlooked when we're focused on the day-to-day, but it’s one of the most important rooms in your financial house. All the effort you’re putting in now isn’t just for you—it’s to build something that can benefit your loved ones for years to come. You’ve worked hard to get where you are, and it’s essential to make sure your wishes are carried out the way you intend. Take charge of your wealth, and let’s make sure your legacy reflects what truly matters to you.

HerStory Makers - Celebrating Your Impact

Discover a new way to collaborate and share stories.

LUNCH AND LEARN | Ageless : A Wellness Event for Women of Wisdom

Unlocking Wealth and Wellbeing | Habits to boosting health and money tips to living gracefully according to your wishes

Prepare for a Healthier Future

Americans are living longer than ever, which is a good thing. It also makes long-term care planning more important than ever. For many Americans, healthcare cost is a major source of consideration as they plan for retirement. Many retirees and pre-retirees may overlook medical care in retirement—costs that can increase every year. We believe it is critical to include healthcare costs in your long-term retirement strategy as medical expenses may change the course of your overall retirement. The good news is there are many strategies that may help you be better prepared.

The Power of Advanced Estate Planning- Building Your Legacy for Generational Wealth

Have you explored all your options when it comes to managing your estate and the legacy you want to build? Have you heard the latest provisions that may impact your estate and legacy strategies? Please join us, with our special guest, Atty. Robert Silverman as he shares his knowledge and key insights for your Advanced Estate Planning strategies that may help support your financial goals for today and for your future generations. Pass on your every hard-earned dollar optimally. Know the Core Documents of Estate Planning, but more importantly, know the 3 Key Transfer Tax Mitigation strategies, and more!

Savvy Women Lunch & Learn(In Person) - Estate Planning With Robert Silverman, Attorney At Law

There is confidence and clarity in knowing that you have prepared enough to provide for and support your loved ones today and in the future. Understand what actions you may take now to better protect them with the many challenges in life even beyond your years.

Ask Marilyn

Ask Marilyn