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
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: