Johnson Investment Counsel

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

Join us for "A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options" on one of the following dates.

Tuesday, May 7, 2024 from 12:00 to 1:00 pm (EST), or Wednesday, May 8, 2024 from 3:00 to 4:00 pm (EST).

REGISTER FOR THE MAY 7th 2024 SESSION (12-1 PM, EST)

REGISTER FOR THE MAY 8th 2024 SESSION (3-4 PM, EST)

There is no cost to attend. Feel free to invite guests.