Facing a separation from Procter & Gamble?
Turn this transition into an opportunity to secure your financial future with Navigating Your Financial Future: A Comprehensive Guide for Employees Separating From P&G.
This essential guide provides a clear roadmap to maximize your severance package, optimize your Profit Sharing Trust (PST) decisions, and plan strategically for taxes, healthcare, and beyond. Whether you’re eyeing a new career, early retirement, or a fresh start, this guide empowers you with actionable steps to avoid costly mistakes and build a solid financial foundation.
Download now to take control of your next chapter with confidence!
Maximize Your Benefits: Learn how to leverage your severance package, PST, and stock options like NUA to optimize your financial outcome.
Avoid Costly Pitfalls: Get expert insights on tax planning, healthcare coverage, and estate updates to protect your wealth during this transition
Plan with Purpose: Discover strategies to align your finances with your personal goals, whether it’s a new career, retirement, or a fulfilling life beyond work.
Fill out form to download:
LIVE WEBINAR · BEYOND WEALTH PARTNERS × RETIREMED
Making Sense of Medicare: Choosing the Right Coverage for Retirement
Medicare decisions are some of the most consequential — and confusing — choices you'll make in retirement. Join Keith Hamberg of Beyond Wealth Partners alongside Kevin Lowden of RetireMed for a plain-English walkthrough of your Medicare options, enrollment deadlines, and how healthcare fits into your broader retirement and tax plan.
Presented in partnership with RetireMed® — licensed Medicare advisors providing enrollment guidance and year-round support at no cost.
What You'll Learn
Medicare fundamentals — how Parts A, B, C, and D work, and what each actually covers
Enrollment windows and deadlines — and the lifelong penalties for missing them
Medicare Advantage vs. Medigap: how to weigh cost, flexibility, and coverage for your situation
How your income in retirement affects your Medicare premiums (IRMAA) — and planning moves that can lower them
Coordinating Medicare with retiree healthcare benefits and coverage for a younger spouse
How to get free, licensed enrollment help through RetireMed — and what to prepare before you enroll
Meet the panelists
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Keith Hamberg, CFP®
Managing partner
CFP® and Managing Partner at Beyond Wealth Partners specializing in tax optimization and retirement income planning for families navigating the transition into retirement.
Kevin Lowden
Senior Account Executive · RetireMed®
Medicare specialist at RetireMed, where he has helped retirees simplify health insurance decisions since 2013. RetireMed's licensed advisors guide clients through plan selection, enrollment, and year-round support — at no cost.
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Brad Morgan, CFP®
Hi there! 👋🏼 I'm Brad, a former Procter & Gamble employee turned financial advisor. With a focus on tax planning, I've been a trusted advisor for the P&G community for over ten years. I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. I define success as taking the client relationship to a level of complete trust and confidence.
Nate Kunkel, CFP®
Hi there 👋🏼, I’m Nate and I primarily work with Procter & Gamble employees, retirees, and their families. I prioritize staying informed on all benefits for P&G employees to offer up-to-date and relevant advice. With a goals-first and consultative approach, I aim to provide tailored financial plans for each client and their families, focusing on genuine help over sales pitches.
Keith Hamberg, CFP®
Hi, I’m Keith Hamberg. I’m a Certified Financial Planner™ based in Cincinnati, OH, and I help individuals and families navigate taxes, retirement planning, and financial decision-making without the stress and confusion that often comes with it. My goal is to take complex financial topics and turn them into practical, understandable steps that make sense for your life.
ON DEMAND
Previous Events
Missed a session? Watch past Beyond Wealth Partners webinars and download the materials below.
JULY 23, 2026 · WEBINAR RECORDING
What Every P&G Employee Should Know About Taxes, Retirement & Estate Planning
A CPA and estate planning attorney share practical guidance on maximizing retirement income, minimizing taxes, and protecting your legacy — including the P&G Savings Plan, PST benefits, beneficiary designations, and common estate planning mistakes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Kevin Lowden and RetireMed® are not affiliated with Savvy Advisors, Inc. or Beyond Wealth Partners. RetireMed is a third-party insurance agency; Savvy Advisors does not receive compensation for referrals to RetireMed. This webinar is for educational purposes only and does not constitute personalized investment, tax, or insurance advice.
