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Learning about your P&G Profit Sharing Trust Options
Are you, a family member, friend, or neighbor of 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 wants to 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

Oct 21, 2020 04:00 PM in Eastern Time (US and Canada)

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Speakers

Michael G. Stanis, CFA, CFP®
Senior Portfolio Manager, Principal @Johnson Investment Counsel
Michael joined Johnson Investment Counsel in 2012. He is a Senior Portfolio Manager in Wealth Management in Cincinnati, Ohio. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Before coming to the firm, he worked for Jarden Corporation as the CFO/VP of their Leisure & Entertainment Division, and for General Electric as the CFO of Aviation Business Development and Aviation Global Assistant Controller. He also held 10 different positions at Procter & Gamble, including: CFO/Sr. VP of Finance/Operations for the U.S. Fragrance/Cosmetics businesses in New York City; Finance Associate Director for Global Pet Care Supply Chain; Manager of Financial Analysis for Pharmaceuticals; Customer Team Finance Manager across all P&G categories in Orlando, Florida; and Assistant Brand Manager on the NyQuil/DayQuil cough and cold business.