Join Us for Lunch & Learn!
Enjoy a delicious meal while gaining valuable insights at our Lunch and Learn! Sessions cover engaging topics led by experienced professionals on money, lifestyle, and retirement, helping you make informed decisions in a casual setting.
Bring your questions, curiosity, and appetite as we explore practical insights to enhance your financial future and overall well-being. Whether you're looking to expand your skills, stay ahead of industry trends, or simply connect with like-minded professionals, this event is for you.
Network, learn, and lunch—all in one engaging experience. Reserve your spot today and make the most of your lunch break!
The Longevity Blueprint for Women
The Longevity Conversation Many Women Are Not Having—But Should. Join us on
Friday, April 17, 2026 @ 11:00AM - 1:00 PM
We are living longer than previous generations, and that is something to be grateful for. But longevity also invites us to be more intentional.
We take care of everyone else first. This is one of those moments where it is worth taking care of your future self. Because the goal is not just to live longer—it is to live well, with clarity, dignity, and choice.
Leaving a Robust Legacy
Discover avoidable risks to safeguard your Wealth
Friday, March 13, 2026 @ 11:00AM - 1:00 PM
For many successful Bay Area families, estate planning has evolved. With historically high federal estate tax exemptions, aggressive estate tax strategies are no longer necessary for most people, even those with significant assets. Instead, the focus has shifted to something far more practical and pressing: addressing avoidable risks that can quietly erode wealth during life and across generations. This timely and highly relevant conversation is designed for families who want clarity around modern legacy planning and a better understanding of where real vulnerabilities tend to arise.
Your Road to Financial Independence
A Masterclass in Financial Planning with Marilyn Suey
Friday, November 7 @ 11am-1pm
Lay the groundwork for your future life in retirement, discover practical financial tips, and gain insight into our integrated financial planning approach that may help you focus, mitigate risks and stay on course toward financial independence.
Ageless - A Wellness Event for Women of Wisdom
Where Health, Wealth and Purpose Align
Ageless is a gathering designed exclusively for women who take action and have the desire to elevate every part of their well-being. It’s not about reinvention — it’s about returning to what matters most with clarity and confidence.
Beyond Today-Preparing for a Longer, Healthier Tomorrow
A Future-Care-Ready Planning Seminar | Friday, April 25, 2025 | 11:00AM -1:00PM
Join us for an insightful discussion about well-being, growth mindset, longevity, and the importance of planning for your future-care. With life expectancy is on the rise, it’s essential to understand what it takes to align your resources, health needs, and care plans to support a vibrant, fulfilling life in your 80s, 90s, and beyond.
Invite a friend and come enjoy a fun and engaging session on pursuing your purpose and passion, all while setting the foundation for a future that reflects what’s most important to you!
Seats are limited. Save your spot today!
Safeguarding your Wealth, Your Legacy
ADVANCED ESTATE PLANNING SEMINAR | Thursday, March 13, 2025 | 11:00 AM - 1:00 PM
Explore strategies to preserve wealth, mitigate taxes, and options for a seamless transfer of assets. This session is designed for those with complex estates who want to optimize their legacy with trusts, tax-efficient gifting, and asset protection techniques.
Ageless: A Wellness Event for Women of Wisdom
Wellness, Longevity and a Lifestyle Centered on Abundance
Do you embrace learning, keep an open mindset and value the art of living well? Join us for LUNCH AND LEARN | Ageless: A Wellness Event for Women of Wisdom on Friday, September 27 @ 11am-1pm, PT.
Discover strategies for sustaining physical, mental, and emotional vitality while gaining insights into long-term financial planning designed with women in mind. Learn how to harmonize wellness with everyday living for a fulfilling and graceful life.
LUNCH AND LEARN Conversations That Make a Difference
The Power of Advanced Estate Planning-
Building Your Legacy for Generational Wealth
Friday April 12, 2024 @ 11AM-1PM
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.
Prepare for a healthier future
Friday May 17, 2024 @ 11AM-1PM
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.