The Diamond Group Wealth Advisors Examines Strategies to Help Women Live Better
Marilyn Suey
“Women are living longer than ever, but many are unprepared for the health and financial realities that come with it,” said Marilyn Suey, a women’s longevity and lifestyle expert, financial educator, CERTIFIED FINANCIAL PLANNER professional, and president of The Diamond Group Wealth Advisors.
This engaging Lunch & Learn is designed for women who want to better understand long-term care planning, Medicare gaps, and how to stay independent while living well in the Bay Area.
“Attendees will gain clarity and meaningful insights as we bring together longevity, lifestyle, and smart planning—so you can make informed decisions and gain more flexibility,” she said. “Women need to prioritize their health, take control of their wealth, and design what’s next on their terms. Together, we encourage one another to grow with greater clarity, confidence, and purpose so everyone can get more out of life.”
She and co-presenter Amie Stone of Lincoln Financial will offer advice on health and longevity, including:
• Simple habits that support healthy aging and vitality, with real-life stories
• How lifestyle choices today can help delay or reduce future care needs
• The difference between living longer vs. living well
They will also discuss the financial aspects of longevity:
• The real cost of long-term care in the Bay Area
• Why healthcare expenses can quietly become one of the largest risks
• The impact of waiting too long to plan
• What Medicare does NOT cover
• The hidden gap in many retirement plans
• Common misconceptions that lead to avoidable, costly surprises
Attendees will hear answers to common questions women ask when they fear they may not have enough money to cover their healthcare, including:
- How much does care cost in the Bay Area?
- Can I stay in my own home as I age?
- What if I buy insurance and never use it?
“The Diamond Group Wealth Advisors hold free events in San Ramon regularly, as our passion is to educate women and help them take control of their well-being,” said Ms. Suey.
To join the complimentary educational event:
Call Chloe at 925-219-0080 or
email chloe.diamond@diamondgroupwealthadvisors.com or
Register for free here.
About Marilyn Suey
Marilyn Suey, CFP®, MBA, is the Founder and CEO of The Diamond Group Wealth Advisors in Danville, California. A graduate of UC Berkeley and the Wharton School, she has more than 30 years of leadership experience in technology and over two decades of helping individuals, families, business owners, and healthcare professionals plan for retirement, wealth management, and major life transitions. She is the founder of the Savvy Women Community and the author of Retire Abundantly and 36 Quick Tips for Savvy Women.
Marilyn Suey is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and The Diamond Group Wealth Advisors are separate entities from LPL Financial.
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Marilyn Suey
The Diamond Group Wealth Advisors
+1 925-219-0080
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