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 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 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 workshop 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 on May 19th from 12:00 noon - 1:00 pm for the virtual workshop "P&G Profit Sharing Trust (PST) Options."
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.QUESTIONS?
Direct: (513) 389-2759