Virtual

Wealth Wednesday: PFP Planning Strategies after the 2026 Midterms

Date: Nov. 18, 2026

Time: 12 – 1 p.m. PT

CPE: 1

Overview

What do the 2026 midterm election results mean for CPA financial planners and their clients? Join CalCPA Personal Financial Planning Committee members Brooke Salvini, Greg Desmond and Larry Pon for a timely discussion of the issues shaping the profession. Explore the impact of AI, year-end tax and estate planning considerations, and emerging challenges and opportunities for CPA financial planners, including the value of the Personal Financial Specialist (PFS) designation.

This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: PFP Planning Strategies after the 2026 Midterms (no cpe)

Product Code
1000005521-152627
Credit Type
CPE: 1
CPE-Technical: 1
Intended Audience
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Specialized Knowledge
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None

Learning Objectives

Recognize the impact of AI and evolving professional standards on financial planning practices.

Identify key year-end tax and estate planning considerations affecting client advisory services.

Evaluate emerging professional challenges and the benefits of the PFS designation.

Major Subjects

Financial Planning Trends and Challenges
Year-End Tax and Estate Planning
AI and Professional Development

Faculty

Gregory Mayhew Desmond

GREGORY M. DESMOND, CPA/PFS, CFP® Greg Desmond is the founder of Desmond Consulting Group and Desmond Wealth Management Inc. ~ Values-Based Financial Planning™, whose goal is to simply and clearly connect clients' values with their financial goals. The firm implements priorities and develops customized action plans to give clients the greatest probability of staying motivated and on track. The belief that clients are serious about managing ...

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CalCPA Member

Lawrence K Y Pon

Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly to tax professionals and financial planners on the latest tax planning and preparation topics nationwide.Mr. Pon teaches Income Tax at College of San Mateo and is a longtim...

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Brooke A Salvini

Brooke specializes in collaborative financial planning and wealth management with the goal of helping clients make better financial decisions in all areas of life. Salvini Financial Planning, founded in 2006, is an independent Registered Investment Advisory Firm located on the California Central Coast.Brooke is actively involved with both CalCPA and AICPA to further the reach and impact of the CPA Financial Planner. She has been quoted in nume...

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Additional Details

This course will be presented through Zoom, and the link will be available in your confirmation email.

Wealth Wednesday: PFP Planning Strategies after the 2026 Midterms

Overview

Product Code

Credit Type

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Faculty

Additional Details