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 for a Virtual Workshop “P&G Profit Sharing Trust Options”
Three session times are available to suit your schedule. All Workshops Via Zoom.
YOU MUST REGISTER TO RECEIVE THE MEETING LINK
Register via the links below:
December 2, 2020, 4:00 - 5:00 pmOR (this session has been completed)
January 13, 2021, 4:00 - 5:00 pmOR (this session has been completed)
February 23, 2021, 12:00 noon - 1:00 pm(this session has been completed)
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
Find a PDF with all the details by clicking the box below: