Winter Institute Online

2016 will inevitably go down in history as an extraordinary year. It was the first time since 1999 that the Dow, S&P, and Nasdaq all hit new closing highs...and that was after both the Puerto Rico Debt Crisis and Brexit. The Department of Labor released its fiduciary rule. The G-20 held its summit in China for the first time ever. We watched the Rio de Janeiro Summer Olympics amid concerns of the Zika virus. And, we weathered one of the most contentious presidential elections in U.S. History.


Included Sessions

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



IMCA Member



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Continuing Education

Winter Institute Online provides up to 4 hours of continuing education (CE) credit for CIMA/CPWA/CIMC certifications. IMCA is registered with NASBA as a sponsor of continuing professional education


This video bundle is available for viewing online through December 31, 2017. You must access the presentation before this date.