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, invested, and how taxes are impacted.
JIC Senior Portfolio Manager and P&G Retirement Plans Director Michael G. Stanis, CFA, CFP®, 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 has been with Johnson Investment Counsel for 10 years and has helped hundreds of P&G employees navigate PST distribution options. He wants to share what he has learned about transitioning from P&G so that you can make the best decisions for your family.
This workshop will:
> Explore the PST distribution options
> Walk through examples including the special lump sum
tax treatment
> Provide insight about potential obstacles and help you see around corners
Join us for "P&G Profit Sharing Trust (PST) Options" on one of the following dates. There are six sessions currently available.
REGISTER FOR THE AUGUST 18 SESSION (4-5 pm)
REGISTER FOR THE SEPTEMBER 7 SESSION (12-1 pm)
REGISTER FOR THE SEPTEMBER 27 SESSION (4-5 pm)
REGISTER FOR THE OCTOBER 13 SESSION (12-1 pm)
REGISTER FOR THE NOVEMBER 10 SESSION (4-5 pm)
There is no cost to attend. Feel free to invite guests. Please ask all guests to RSVP so that the meeting link can be sent to them.