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Stone House Retirement Income Planners Present:
Can Your Retirement Survive The Next 30 Years?
A P&G Retirement Workshop
Hosted by Chad Taake
Tuesday, September 24, 2019 @ 5:30 Wednesday, September 25, 2019 @ 5:30
You and a guest are invited to join us for a 
FREE P&G Retirement Workshop,
exclusive for Cape Girardeau Plant employees and retirees!
Hosted at Broussard's Cajun Cuisine
Chad Taake
This exclusive workshop is designed only for P&G Cape Girardeau Plant employees & retirees.
Dinner will be provided during the workshop
Register by September 20, 2019 to secure your seat!
Workshop Details
Exclusive for P&G Cape Girardeau Plant employees and retirees
Dinner will be provided during the workshop
Tuesday, September 24, 2019
Wednesday, September 25, 2019
(Please choose one date to attend)
Broussard's Cajun Cuisine
114 N. Main Street
Cape Girardeau, MO 63701
5:30 p.m. CST
This Workshop Will Cover...
Learn How We Test Your Retirement Plan
  • ​Understand how to design a solid plan based on your assets, incomes, expenses, and social security
  • ​Create different versions of how you might live in retirement
  • Test Your Plan against many different market environments
  • ​Choose the version of your retirement  that fits your needs and has the highest probability of success.
Retirement Income Planning
  • ​Understanding your Profit Sharing Trust (PST) and Savings Plan (SP)
  • ​Avoiding the tax penalty for early and late distributions
  • The potential impact of Required Minimum Distributions (RMD)
  • How to preserve retirement accounts for your spouse and beneficiaries and protect it from inflation
How to Avoid Costly Mistakes
  • ​Tax Strategies that can save you thousands
  • Build flexibility in your distributions so you don't get hit with penalties
  • Learn the most likely things to kill your retirement and how to avoid them
  • Learn why health care is such an important (and often overlooked) cost to consider in your plan
Chad Taake
Chad Taake joined Stone House Investment Management, LLC working part-time as an Investment Advisor Representative in 2018. He currently works for Procter & Gamble (fourteen years). At P&G, he has had roles doing Material Development, Operations, Engineering, & Initiative Management. Chad's passion for investments started as a child, investing with his father. In college. he continued his financial learning earning a Masters in Engineering Management at the University of Missouri Rolla. When not working, Chad is often at one of the city parks with his 2 kids. 
Our Tunkhannock, Pennsylvania based firm has spent over 15 years planning the retirements of P&G employees from around the country.  Over that time, we have found several tax strategies that save P&G employees thousands of dollars when they decide to retire.  In fact, two of our advisors are former P&G employees!

Frequently Asked Questions
Is this a sales seminar?
No, this is an educational workshop designed for P&G employees and retirees.

Why should I attend?
Whether your retirement is years or days away, you can benefit from this information.  Our P&G team has decades worth of experience in working with the company's retirement plan.  

Does this event cost anything?
No, it does not.  This event is a FREE workshop that is designed for educational purposes. 

Why do I need to register to attend?
Yes, we require you to register so we know who will be attending.

Can I bring a guest?
Absolutely!  The decision to retire from your career is usually not made alone.  We encourage you to bring your spouse or a family member to learn about your retirement benefits.

How long is this event?
The workshop begins at 5:30 p.m. and will last approximately 120 minutes.  Dinner will be served during the workshop.  Our team will be available throughout the night to answer any questions and to learn about your specific situation.

When should I arrive?
About 10-15 minutes prior to the start of the workshop.

Neither Stone House nor its representatives are affiliated with or endorsed by Procter & Gamble.  P&G is a registered trademark of Procter & Gamble.