Upcoming events

Unlock the possibilities for life after P&G

Life and Money coaching for the new year and the journey ahead


What is Life and Money Coaching?

It’s a program showcasing how others like you have shown resilience and flourished in life after P&G. Money is only one factor—and often not the most important—in your vitality during those years. Start the new year by taking action to better design your best life ahead.  Life after P&G could be a three or four decades-long chapter, so start envisioning that journey now.

Who is this for?
This program is ideally suited for current P&G employees and spouses ages 45 and older.

Why should I attend?

Up to now, you have remained focused on your current career and life needs. Here is your moment to set aside quality time to focus on keys to your continued long-term success after P&G. A moment where together is better with other growth-minded people like you.

Join us downtown Milford, OH at the Little Miami Event Center to hear from our expert coaches.  Tasty breakfast and lunch treats will be served to help fuel your energy and focus.  

What topics will we cover?
  – Keys to resiliency and flourishing in life after P&G
  – Stories and statistics on others like you
  – Action steps in the new year to living your best life

Location

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Little Miami Event Center 310 Mill Street Milford OH 45150

07 January, 20238:30 AM - 12:30 PM Eastern

  • Keith Lawrence; Former P&G Director of Human Resources and Coauthor, Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement
  • Rob Bult, CFP®; Managing Director–Wealth Management, FTB Financial Services

Harness your wealth potential: Building a smart strategy for your P&G stock

As you create wealth, you have opportunities to pursue bold and meaningful goals. How do you make decisions today that will guide you successfully forward, no matter what those goals are? At FTB, we bring discipline and strategic planning during your wealth-building years so you can harness your P&G wealth into the future.

This 30-minute webinar will provide strategic choices customizable to your family’s plan, including:
– P&G Outlook and impact on your wealth
– Setting confident price targets
– Prioritizing which P&G shares to sell (Options/RSU/PST)

The event is free to all P&G employees and spouses.

Location

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Zoom Webinar

16 February , 202212:00 PM - 12:30 PM Eastern

  • Christopher DeNicola, CFP®, CFA

RSVP HERE

Setting yourself up for success in retirement: A virtual client panel discussion on preparing for life after P&G

Success in retirement is much more than simply knowing that you have enough financially. After a career of careful and strategic planning for work, what should you consider as you plan for retirement?  For 30 years, FTB Financial Services has helped Procter and Gamble employees and their families shape their retirement strategy.

Please join us to hear firsthand how your colleagues prepared for a successful transition into life after P&G.

Location

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Zoom Webinar

18 May , 202212:00 PM - 1:00 PM Eastern

  • Barron & Karen Witherspoon
  • Mike & Mary Russell
  • Keith Lawrence, Moderator

RSVP Here

Cyber Security

Taking precautions against identity theft and cyber crime

Identity theft and cybercrime can happen to anyone. But there are ways to reduce your risk of becoming a victim. Please join us to learn practical steps to keep your identity safe in a world of new and emerging threats.

Our featured speaker, Jeff Lanza was an FBI Special Agent for over 20 years, investigating cybercrime, fraud, organized crime, human trafficking and terrorism. Today, he is a published author and professional speaker on cyber security, helping individuals and businesses protect themselves from cyber threats.

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Webinar

30 June , 202212:00 PM - 1:00 PM Eastern

  • Jeff Lanza, Former FBI Special Agent
  • Craig Callery, Senior Wealth Strategy Associate, FTB Financial Services

RSVP Here

P&G earnings: A breakdown with UBS Analyst Peter Grom

Please join us for a post-earnings conversation with UBS Analyst, Peter Grom and FTB’s Tim Dumont, CFA.
Don’t miss this chance to hear key insights on what the latest earnings report means for you.

Location

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Speakers

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Zoom Webinar

01 August , 202212:00 PM - 12:30 PM Eastern

  • Peter Grom, UBS Research, Americas Equity - US Household and Personal Care Analyst
  • Tim Dumont, CFA, FTB Financial Services

RSVP Here

Young Professionals Finance 101: Being deliberate about your money. 

As financial advisors, we regularly hear clients say “I wish I had known more about money when I was younger”. As a young professional, you have the opportunity to rewrite that script.

Invest 45 minutes in your financial future.

Learn some of the basics on how to be more deliberate with your money throughout your early- and mid-career. Walk away with knowledge and tools to build and maintain healthy financial habits and grow your financial confidence.

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Zoom Webinar

03 August , 202211:30 AM - 12:15 PM Eastern

  • Ashley Brewster, FPQP™, Wealth Strategy Associate, FTB Financial Services
  • Scott Cengia, CFP®, Senior Vice President– Wealth Management, FTB Financial Services

RSVP Here

P&G LTIP Award: Moving forward with confidence (Session 2)

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Webinar

18 August , 20224:00 PM - 4:30 PM Eastern

  • Krista Keehn, CFP ®, Financial Advisor, FTB Financial Services
  • Chris DeNicola, CFA, CFP ®, Financial Advisor, FTB Financial Services

Full details and registration link

P&G LTIP Award: Moving forward with confidence (Session 1)

Our research shows that equity plan participants (like you) have become less optimistic about the performance of their company stock over the next few years.
While the main area of concern centers on instability in the financial markets, three in four equity plan participants worry about not doing enough to maximize their potential wealth, being overconcentrated in company stock or not properly diversifying their awards.
In a world of uncertainties, how can you move forward with confidence?
This 30-minute webinar will provide exclusive research and insights strategically designed to bring confidence to your 2022 LTIP award election. The event is free to all P&G employees and spouses.

Location

Date & time

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Webinar

18 August , 202211:30 AM - 12:00 PM Eastern

  • Krista Keehn, CFP ®, Financial Advisor, FTB Financial Services
  • Chris DeNicola, CFA, CFP ®, Financial Advisor, FTB Financial Services

Full details and registration link

Confident decisions (session 1)

Making your STAR Award election in uncertain times

This year’s STAR election may feel more complex than in years prior.  How compelling is the stock option opportunity today?  Would you be better off taking the award in cash?  How might market instability impact your equity awards and your family’s wealth creation potential? 
In a world of uncertainties, how can you move forward with confidence?
Please join us for a 30-minute webinar, where we will provide research and insights strategically designed to help bring confidence to your 2023 STAR award election.
The event is free to all P&G employees and spouses.

Location

Date & time

Speakers

Supporting links

Webinar

10 November , 202212:00 PM - 12:30 PM Eastern

  • Krista Keehn, CFP; Financial Advisor, FTB Financial Services
  • Mike Braun, Wealth Strategy Associate, FTB Financial Services

RSVP HERE

Confident decisions (session 2)

Making your STAR Award election in uncertain times

This year’s STAR election may feel more complex than in years prior.  How compelling is the stock option opportunity today?  Would you be better off taking the award in cash?  How might market instability impact your equity awards and your family’s wealth creation potential? 
In a world of uncertainties, how can you move forward with confidence?
Please join us for a 30-minute webinar, where we will provide research and insights strategically designed to help bring confidence to your 2023 STAR award election.
The event is free to all P&G employees and spouses.

Location

Date & time

Speakers

Supporting links

webinar

10 November , 20224:00 PM - 4:30 PM Eastern

  • Krista Keehn, CFP, Financial Advisor, FTB Financial Services
  • Mike Braun, Wealth Strategy Associate, FTB Financial Services

RSVP HERE