P&G Retirement Planning: 2026 Transition & Opportunity

With 2026 in full swing, many are taking time to review priorities and put plans into motion for the year ahead. Each year brings the opportunity for change—and that is certainly true at Procter & Gamble, both across the organization and within the C-suite.

This quarter marks Shailesh Jejurikar’s first as CEO, and all eyes and ears will be tuned in during the upcoming earnings call as he sets the tone for P&G’s next chapter.

Within our own practice at Beyond Wealth Partners, we’ve experienced exciting changes as well—most notably the addition of our longtime colleague Keith Hamberg. We’re thrilled to welcome Keith back into the fold after more than a decade of working with Procter employees at Mariner. His experience and deep understanding of the P&G community further strengthen our ability to serve you well.

Save the Date: June 3rd at the Ballpark

We’re excited to share an unofficial “Save the Date” for June 3rd, when we’ll be hosting many of our clients at a Cincinnati Reds game. Current clients can expect an official invitation in the coming months.

We also hold Reds season tickets and will be reaching out to distribute those throughout the season—so baseball fans, stay tuned!

Looking Ahead: Planning for the Year in Front of You

As always, this is an important time to take stock of the year ahead. To help with that, we’ve included our Wealth Planning Calendar for P&G Employees, highlighting key dates, decision points, and planning opportunities specific to Procter employees.

Wealth Planning Calendar for P&G Employees

P&G Earnings: What We're Watching

With heightened focus on this quarter’s earnings call, we’ve also included our perspective on the messaging from P&G leadership and what it may signal going forward.

Read the Full Earnings Overview Here

2026 Tax Guide for Procter & Gamble Employees

Tax strategy sits at the core of our work with clients. Whether it’s:

• Laying out annual income plans in retirement
• Optimizing deductions in years when options are exercised
• Or structuring tax-efficient investment strategies while working and in retirement
• 
  

…we believe proactive tax planning can materially improve outcomes.

To support you ahead of tax filing season, we’ve prepared our 2026 Tax Guide for Procter & Gamble Employees.

Click Here to View the 2026 P&G Tax Guide

Make 2026 Your Year

No matter where you are on your financial journey—whether you’re in the accumulation phase or preparing for retirement—our team is here to guide you and help curate a plan aligned with your goals and your stage of life.

With decades of experience serving the P&G community, we’re ready to help you move forward with confidence.

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Disclosures: All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”. Beyond Wealth Partners is used for marketing purposes only. Beyond Wealth Partners is not a separately registered investment advisor.

The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy.

It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.

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