Winter Institute Online

Missed IMCA's 2016 Winter Institute in Arizona? We know you can’t join us for every live IMCA conference, so we’ve captured the best sessions for you to experience online. Now you can earn continuing education and learn new strategies to build your business online anywhere, anytime—conveniently from your desktop or device.

Registration Type

Registration Fee


IMCA Member



Join and Learn1



1 Special offer—Renewals and reactivations are not eligible. Conditions apply. Subject to change without notice.

Continuing Education (CE) Credit: This online educational opportunity has been accepted for up to
4 hours of CIMA®, CIMC®, and CPWA® CE credit. CE is granted per session. This program is not approved for CFP® CE credit.

Availability: CE Bundle: 2016 Winter Institute Online is available for purchase through June16, 2017, and available for viewing through June 30, 2017.

Session Title and Description

Speaker and Bio

CE Credit

Robo-Assisted Humans: The Future is Now!

Bill Winterberg

1 hour

Tax Planning for 2017 and Beyond

John Nersesian

1 hour

Are You An Expert With Aging Clients?
How to Succeed in "The Silver Tsunami"

Carolyn Rosenblatt

Mikol Davis

1 hour

From Satisfaction to Engagement:
The Future of Client Engagement
and How it Will Impact Your Business

Julie Littlechild

1 hour

Cancellation/Transfer Policy:
No refunds or transfers are available. This video bundle is available for viewing online through June 30, 2017. If you do not access the presentations before this date, no refund is available.

If you have any questions, please contact IMCA's Education Department at