P&G Alumni Network Webinar: Financial Planning Considerations en Route to Retirement p&g finance

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Lisa Colletti (Managing Director in Planning Strategy & Research, Aspiriant Wealth Management) and special guest fellow P&G Alumnus James Moorhead (COO, Metromile) outline investment advice you can use today (avoiding market timing, maximizing pre-tax savings, creating an investment policy, and strategies around exercising options) along with a discussion of important life-planning tips for wills, estates, life insurance and education planning (529’s and direct payment to schools).

Lisa brings her wealth of experience in financial planning to share retirement tips with the P&G Alumni Network. Don’t miss the chance to hear directly from a leading expert on the subject of wealth management en route to retirement! Sponsored by Aspiriant, a leading independent wealth management firm that is proud that its female ownership is almost double the industry average.

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James was named “Grand Marketer of the Year 2010” by Adweek for his work on Old Spice while at P&G. Post P&G, James went on to the become the CMO at Dish Network, CMO at Metromile and now serves as the COO of Metromile and is a board Member of KeyMe. In addition, James was honored by the Network as a “40 Under 40” winner during the recent Global Conference in Cincinnati. .

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P&G Alumni Network Webinar: Financial Planning Considerations en Route to Retirement

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P&G Alumni Network Webinar: Financial Planning Considerations en Route to Retirement
p&g finance
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