Meeting/Event Information

7:30 - 7:50  Breakfast / Registration
7:50 - 8:00 Welcome
8:00 - 8:50 - Congressman Mike Kennedy - Deficit Spending, National Debt, Inflation, Interest Rates, Etc.- CE CFP pending, UT Ins approved
9:00 - 9:50 - Nathan Callister, President & CEO of Zions Bank -  Financing Utah’s Growth for the Next 150 Years: Where will the Capital Come From? - CE CFP approved
9:50 - 10:00 Break
10:00 - 10:50 - Robert Cummings - Predicting Financial Devastation: The Existential Threat Prediction Markets Pose and What Can Financial Planners Do to Stave Off Financial Destruction - CE pending
11:00 - 11:50 - Scott Bosworth - Navigating Global Markets: Is Now A Good Time To Invest? - CE pending
12:00 - 1:30 Lunch with Dennis Moore, New CEO of FPA National
1:30 - 2:20 - Scott Stratton - AI and the Future of Financial Advice: Practical Applications, Risks, and the Changing Role of the Advisor - CE CFP & UT Ins approved
2:30 - 3:20 - Nathan Glassey - How Utah’s Retirement Plan Exchange and Federal Policy Changes Are Reshaping Retirement Planning - CE CFP & UT Ins approved
3:20 - 3:30 Break and Drawing
3:30 - 5:30 Dr. Laura Ricaldi, UVU - Ethics - CE CFP & UT Ins approved

Parking:

If you park in the City Creek parking, the first 2 hours are free and $3/hr. thereafter. Unfortunately they do not comp for parking.

To enter City Creek parking from State Street, turn west onto South Temple. Take the parking entrance tunnel in the middle of the road (you can’t miss it) in front of the Church Administration Building. At the bottom of the ramp, turn left. Once you enter the parking gate, turn right and drive past the Macy’s escalators. The Zions Bank Building entrance will be on the right side directly across from the escalators. You can park anywhere in that area and come through the double glass doors with “Zions Bank Building” above the doors.