Policy Pulse: The Midterms and the Road Ahead

The 2026 midterm elections will shape the policy environment in Washington for the next two years. What do the results mean for financial planning, and what should CFP® professionals be watching as a new Congress takes shape?

Join CFP Board for a timely discussion of the election results, the evolving political landscape on Capitol Hill, and the legislative and regulatory developments that could affect CFP® professionals and their clients.

The conversation will put the election in context and look beyond the headlines to what comes next for financial planning policy in Washington.

What You’ll Learn

During this webinar, panelists will discuss:

• What happened: Key takeaways from the 2026 midterm elections and the factors that shaped the results.
• What changes in Washington: How the results could affect congressional leadership, committees and the policymaking environment.
• What it means for financial planning: The legislative and regulatory issues most relevant to CFP® professionals and their clients.
• What we’re watching next: Policy developments and emerging issues to follow as Washington looks toward 2027.

Featured Speakers

Kamila Elliott, CFP® — Moderator
Past Chair, CFP Board Board of Directors

Erin Koeppel
Managing Director, Government Relations and Public Policy Counsel, CFP Board

Guneev Sharma
Senior Manager, Government Relations and Public Policy, CFP Board

Kendra Isaacson
Partner, Mindset

Charlie Schreiber
Partner, Mindset

Who Should Attend

CFP® professionals and others interested in understanding how the midterm elections could shape the public policy landscape for financial planning.

Please note: Continuing education (CE) credit is not available for this webinar.