Continuing Financial Education 2024

Build the life you dreamed of with the latest in
Physician Wellness and Financial Literacy

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Eligible for 16 CME Credits

Education That Can Be
Worth Millions

Step away from the chaos, rediscover the joy of being a doctor, and learn how to build the financial stability to practice medicine on your terms with presentations from wellness and financial industry experts. With 37 hours of material, you'll earn up to 16 CME credits, all while crafting your ideal career, financial and personal life.

Enroll for $789

[WCICON offered] valuable information and motivation to put my financial and personal well-being to the forefront. I learned practical actionable items that will lead me to greater financial security as well as more time and energy to spend with loved ones.

This conference taught me that wealth is very individualized. This allowed me and my husband to sit down and define our values so that we can align our financial goals around those values in order to lead our 'wealthy life.'

WCICON has given me the knowledge, motivation, and community to help build a future I can look forward to and feel more confident about. Thanks to the informative talks and speakers who motivate me, I am able to develop a plan where I feel more in control of what will happen in my future.

Learn actionable ways to accelerate your financial independence and optimize work-life balance, all while maximizing your happiness.

Featured Presentations

Advanced Estate Planning for White Coat Investors – Jim Dahle, MD
Tax Reduction Strategies No One Should Be Missing Out On – Alexis Gallati, MBA, MS Tax
Retire or Just Tired?: How to Re-Engage and Re-Motivate When Burned Out – Paula Pant
How Operating at Your Highest Paygrade Will Create More Joy (at Work and at Home)
– Kate Mangona, MD
The Blueprint to Wealth: Understanding Real Estate Fundamentals and Investing
– Michael Episcope
How to Be Happy with Less – Dimitrios Tsatiris, MD

See All Lectures

Enroll for $789

Enroll Risk-Free with Our
Money Back Guarantee

Enroll Risk-Free with Our Money Back Guarantee

Not sure you want it? Hesitant to commit the time and money to finally figure out your financial life?

We'll give you 7 days, risk-free, to decide. That's right. For the first week after you purchase it, you can return the course and get every dime back if it isn't the life-changing experience we know it will be.

You can take up to 25% of the course in those 7 days to determine if this course is for you. If you determine it's not right, email [email protected] within the 7 days to receive your refund.

Course Overview

Get lifetime access to the latest and greatest in financial and wellness education to improve your finances AND your quality of life.

Retire or Just Tired?: How to Re-Engage and Re-Motivate When Burned Out – Paula Pant

Unleash Your Potential: An Empowered Path to Success – Dr. Tarryn MacCarthy

Unlocking Personal Fulfillment: Harnessing the Power of QI and System Thinking – Dr. Brittne Halford

Reclaiming the Joy of Being a Physician – Dr. Cory Fawcett

Staying Sane in the Era of Social Media – Dr. Dawn Baker

How to Be Happy with Less – Dr. Dimitrios Tsatiris

The New American Dream: How to 100X Your Life and Your Impact – Don Wenner

Psychological Trauma and Recovery Basics – Dr. Gina Clark

Family Strong: How to Enhance Your Most Important Relationships – Jim Sheils

Principles of Positive Parenting – Dr. Julie Alonso

How Operating at Your Highest Paygrade Will Create More Joy (at Work and at Home) – Dr. Kate Mangona

Investing in Your Health: Practical Recommendations for Busy Individuals – Dr. Kevin Forey

How to Survive a Toxic Workplace – Dr. Margaret Curtis

Thriving Beyond the White Coat: Navigating Career Transitions – Dr. Miguel Villagra

A Developmental Approach to Physician Well-Being from Residency to Retirement – Dr. Robert Leschke

Charting in Medicine: Parallels and Synergy to Enhance Well-Being – Dr. Ryan Stegink

How to Claim Your CME/CE Credits

The Unsung Benefits of Index Investing – Dr. Jim Dahle

Advanced Estate Planning for White Coat Investors – Dr. Jim Dahle

Tax Reduction Strategies No One Should Be Missing Out On – Alexis Gallati

Pre-tax or Roth?: A Deep Dive – Christopher Davin

Habits for a Wealthy Life – Dr. Cory Fawcett

What to Know When Investing in Bonds and Bond Funds – Dr. Elizabeth Chiang

The Kiddie Tax on Your Career – Dr. Erin Garvey

How to Create an Effective Elder Care Game Plan – Jack Carney, JD

Financial Minimalism: Simplify Your Financial Plan and Declutter Your Mind – Dr. Jake Zadra

Right-Size Your Spending: Learning How to Save More or Spend More – Dr. Leif Dahleen

Advanced Topics in Physician Contracts – Dr. Margaret Curtis

The Blueprint to Wealth: Understanding Real Estate Fundamentals and Investing – Michael Episcope

Health Insurance for Early Retirement and Beyond: Get the Facts First – Dr. Patricia Tan

Physicians, Property, and Prosperity: Current Topics in Real Estate Investment – Dr. Peter Kim

How to Put ‘My Real Magic Number’ to Work Building Wealth – Sarah Catherine Gutierrez, CFP

Aligning Your Wealth and Your Values to Live More Fulfilling Lives – Daniel Wrenne

Why the Turtle Beats the Hare in Real Estate Investing – Dr. Jordan Frey

Retirement Plans: Get Your Fair Shake – Michael George

A Neurologist's Guide to Fighting Behavioral Biases – Dr. Rikki Racela

Lean Private Practice: A Sustainable Model in a Changing Healthcare Landscape – Dr. Sanghamitra Sadhu

Case Files: Cash Balance Pension Plans for the Solo Practitioner to Private Practice Partner – Dr. Victor Mangona