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Membership Meeting
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When: Thursday, March 21, 2019
6:00 Cocktails and Displays / 6:45 Dinner and Program
Where: Basta Pasta
60 W. Timonium Rd.
Timonium, Maryland  21093
United States
Presenter: Bill Cannon, Planning Solutions
Contact: Stephanie Anderson

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Bill Cannon from Planning Solutions will discuss 401K Exchange Solution, financial wellness, and business succession planning.

About Our Speaker

Bill Cannon, AIF®
Director of Retirement Plan Services
Planning Solutions Group

Bill has over 25 years of experience in the qualified plan business and financial services industry. Bill is responsible for the service and retention of our 401(k) and 403(b) clients as well as the growth of our employer sponsored retirement plan business.  Prior to joining Planning Solutions Group, Bill was the Director of Retirement Plan Services at Glass Jacobson Financial Group in Owings Mills, MD. He has worked with clients directly in various roles including relationship management, service and sales. Bill has experience in all aspects of retirement plans including plan design consulting, administration, employee education and investment management. Bill is a graduate of the University of Maryland, an Investment Advisor Representative, and holds the Accredited Investment Fiduciary (AIF®) designation.


Cocktail Reception Sponsored by Planning Solutions Group

Dinner featuring Salad, breadsticks, choice of crab cake, chicken marsala, lasagna or honey salmon and dessert.

$42.00 per person

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