Are you, a family member, friend, or neighbor a current or former Procter & Gamble employee? This workshop is designed to help simplify the process of decision-making for owners of the P&G Profit Sharing Trust (PST). There are several options for how the proceeds may be distributed and invested, and how taxes are impacted.
JIC Portfolio Manager Michael G. Stanis, CFA, CFP®, MBA, is uniquely qualified to guide families through this process. Mike spent over 17 years with P&G and held ten different assignments in Finance and Brand Management. He serves as the P&G Retirement Plans Director at Johnson Investment Counsel and will share what he has learned about transitioning from P&G so that you can make the best decisions for your family.
This webinar will:
> Explore the PST distribution options
> Walk through examples including the special lump sum tax treatment
> Provide insight about potential obstacles and help your family see around corners
Join us for "A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options" on one of the following dates. Dates are added regularly; check back regularly for additional dates.
Tuesday, March 18, 2025 from 12:00 to 1:00 pm (EDT) or Tuesday, April 8, 2025 from 1:00 to 2:00 pm (EDT).
REGISTER FOR THE FEBRUARY 20th 2025 SESSION (12-1 PM, EST)
REGISTER FOR THE MARCH 18th 2025 SESSION (12-1 PM, EDT)
REGISTER FOR THE APRIL 8th 2025 SESSION (1-2 PM, EDT)
There is no cost to attend. Feel free to invite guests.
QUESTIONS?Email: mstanis@johnsoninv.com
Direct: (513) 463-7041