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 is in his tenth year at Johnson Investment Counsel and serves as the P&G Retirement Plans Director. Mike 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 "P&G Profit Sharing Trust (PST) Options" on one of the following dates. There are two sessions currently available. Wednesday, April 6 from 12:00 to 1:00 pm, or Tuesday, May 3 from 12:00 to 1:00 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.