Marilyn Suey takes women’s wealth message to Bermuda retreat

By AI, Created 5:21 PM UTC, May 18, 2026, /AGP/ – Financial educator Marilyn Suey spoke at a women’s retreat in Bermuda to highlight how retirement planning, healthcare costs, and longevity planning connect as women live longer and carry more financial responsibility. The event expanded the Savvy Women founder’s international reach and reinforced her focus on financial literacy for women navigating major life transitions.

Why it matters: - Women are living longer and taking on more financial decision-making, which makes retirement planning, healthcare planning, and longevity strategy more consequential. - Suey’s message targets women who are balancing caregiving, career changes, widowhood, retirement, and other major life transitions. - The retreat shows growing demand for financial education that links wealth, health, and independence.

What happened: - Marilyn Suey traveled to Bermuda as a featured speaker at the YOUniquely YOU Women’s Retreat. - The retreat was hosted by empowerment leader Sharon Burstein at Willowbank Resort from April 23 to 26, 2026. - Suey used the event to educate women on financial wellness, retirement income, healthcare planning, healthy aging, and long-term quality of life.

The details: - Suey is the founder of the Savvy Women Community and works with The Diamond Group Wealth Advisors. - Her core message centered on women’s wealth management, financial literacy, retirement healthcare planning, retirement income strategies, long-term care planning, legacy and estate planning, and financial planning for women over 50. - Suey framed women’s planning around three linked measures: Life Span, Wealth Span, and Health Span. - Suey defined Life Span as how long people live, Wealth Span as how long financial resources last, and Health Span as how long people remain active, healthy, and independent. - The retreat brought together women from around the world for personal growth, leadership development, wellness education, and connection. - Suey said many women were never taught how retirement planning, healthcare costs, investing, and longevity work together. - Suey said education creates confidence and gives women more options later in life. - Burstein said the retreat is meant to help women take ownership of their finances and design a vibrant, independent life over time. - Suey said financial literacy is not just about money and not limited to one life stage.

Between the lines: - The Bermuda appearance extends Suey’s reach beyond the U.S. and into women-centered leadership and wellness settings. - The retreat format suggests financial planning is being positioned as part of broader personal development, not just a technical money conversation. - The emphasis on Life Span, Wealth Span, and Health Span reflects a shift toward integrated planning as women face longer retirements and higher healthcare exposure.

What’s next: - Suey continues speaking nationally and internationally on women’s wealth, financial confidence, healthy aging, and longevity planning. - Her education work will keep focusing on caregiving, career transitions, investing, healthcare planning, and preserving independence later in life. - Suey’s broader platform includes the Savvy Women Community and her book, 36 Quick Tips for Savvy Women.

The bottom line: - Suey is pitching a simple message: women who understand the link between money, health, and longevity are better positioned to make confident choices throughout life.