
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
Register for the Webinar
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.
Thursday, July 24th, 2025 from 12:00 to 1:00 pm (EDT), Monday, August 4th, 2025 from 12:00 to 1:00 pm (EDT), Thursday, August 21th, 2025 from 12:00 to 1:00 pm (EDT), Tuesday, September 16th, 2025 from 12:00 to 1:00 pm (EDT), or Thursday, October 2th, 2025 from 12:00 to 1:00 pm (EDT).
REGISTER FOR THE JULY 24TH 2025 SESSION (1-2 PM, EDT)
REGISTER FOR THE AUGUST 4TH 2025 SESSION (1-2 PM, EDT)
REGISTER FOR THE AUGUST 21ST 2025 SESSION (1-2 PM, EDT)
REGISTER FOR THE SEPTEMBER 16TH 2025 SESSION (1-2 PM, EDT)
REGISTER FOR THE OCTOBER 2ND 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
Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to taking any action.