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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

Aug 13, 2020 04:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Carolyn Moeller.