Meeting/Event Information

August 3, 2026  |  11:30 AM to 1:00 PM
The Roof, 15 E S Temple St 10th floor
Salt Lake City, UT 84150
Get Directions

The Financial Planning Association – Utah presents

Dr. David Kelly, CFA
Chief Global Strategist
J P Morgan Asset Management

With over 20 years of experience, Dr Kelly provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. He has a unique ability to explain complex economic & market issues in terms financial professionals can use to communicate to their clients.

Menu:
Please confirm your entree selection and mention in the comment box during registration. Gluten free and vegetarian option available upon request.

BEVERAGES:
Water and Lemonade

CAESER SALAD:
Romaine, Parmesan, Croutons, House Caesar dressing

ENTRÉE CHOICES:
Option 1: Steakhouse Burger - 8 oz. Wagyu-blend, Fontina and jack cheeses, Crisp bacon, Tomato, Lettuce, Onion, Mushrooms, and Garlic spread on brioche bun

Option 2: Salmon Salad - Pistachio-crusted salmon, Fresh greens, Roasted carrots, Beet chips, Goat cheese, Kumquat vinaigrette

Option 3: Chicken Provoleta - Tagliatelle, Seared chicken, Roasted tomato, Alfredo, Provolone, Parmesan

DESSERT:
5 Layer Chocolate Cake

Parking:
On S Temple from State St, enter the City Creek Parking, at the bottom of the ramp, turn right to enter JSB parking.  Bring your parking stub upstairs with you where it will be scanned in the system and auto-validated for easy exiting at the luncheon conclusion.