Registration for the 2020 Physician Wellness and Financial Literacy Conference (WCICON20) opens TONIGHT (July 8, 2019) at 7 pm Mountain Standard Time.

=”2″ link=”28erU” via=”yes” ]Registration for the 2020 Physician Wellness and Financial Literacy Conference (WCICON20) opens TONIGHT (July 8, 2019) at 7 pm Mountain Standard Time.

Register for the Conference Here!


Paris Las Vegas Hotel

The educational sessions for the conference will take place over three days, Thursday to Saturday the 12-14th of March, 2020. The idea is that Wednesday the 11th and Sunday the 15th will be travel days. We anticipate an opening reception the evening of the 11th and are confident there will be other sponsored events surrounding the conference to be announced at a later date.

The conference will take place at the Paris Las Vegas Hotel and Convention Center. We have reserved a block of discounted rooms both at the Paris Hotel (slightly nicer rooms, slightly shorter walk to conference area, $189+ resort fee/taxes) and the attached Bally's Hotel (slightly larger and cheaper rooms, slightly longer walk to conference area, $139 + resort fee/taxes.) BLOCK OF ROOMS IS SOLD OUT AND THEY WON'T INCREASE OUR BLOCK DUE TO DEMAND FROM OTHER EVENTS

Reserve Your Room in Our Block Here!

This conference is aimed at attending level physicians, dentists, and others interested in reducing burnout and improving patient care by teaching techniques for managing burnout among doctors and their staff, improving the management of the practice, and increasing financial literacy. We believe that financially stable physicians are less burned out and can have longer, more meaningful careers providing better care to their patients.

=”2″ link=”e41lC” via=”yes” ]We believe that financially stable physicians are less burned out and can have longer, more meaningful careers providing better care to their patients.

Like our last conference (WCICON18 in Park City), only some of the presentations will be eligible for continuing education credits. However, we are pleased to announce that the conference will qualify for 15 hours of AMA Category 1 CME credit for physicians and 15 hours of FAGD/MAGD CE credit for dentists. This should be more than enough hours to use continuing education dedicated funds to pay for the conference and associated travel.

Conference Agenda

There are a total of 27 hours of presentations/expert panels in the conference, although you will only be able to attend 18 (6 hours per day) of those 27. Don't worry, all attendees will also receive FREE access to the online version of the conference to watch the sessions you missed live. Half of the day will be composed of “keynote” speeches to the entire conference and during the other half of the day, the group will be split into two to attend smaller sessions and panels. Starred sessions below qualify for CME and Dental CE Credit.


Thursday Morning Sessions (General)

# 1 The State of Physician Wellness: a Review of the Literature* James M. Dahle MD

# 2 Exploring the Tax Efficient Waterfall Sarah Catherine Gutierrez CFP® CRPS®

# 3 The Education of an Index Investor Rick Ferri CFA


Thursday Afternoon Sessions (Breakout)

# 4A Bridging the Intimacy Gap Between Doctors and Patients Through Shared Storytelling* Jordan Grumet MD

# 4B Panel—Recognizing and Interacting Appropriately with Financial Advisors Moderator: James M. Dahle MD; Panel Members: Steven Podnos MD MBA CFP®, Randy Gertner MD, Johanna Fox Turner CPA CFP®, Rick Ferri CFA, Sarah Catherine Gutierrez CFP® CRPS®

# 5A Sexual Health and How It Affects Patient and Physician Wellbeing* Shawni Coll DO

# 5B Building Streams of Passive Income Peter Kim MD

# 6A Physician Wellness in the Modern Medical Practice* Randy Gertner MD

# 6B Panel—Boosting Career Longevity for Women Physicians* Moderator: Bonnie Koo MD; Panelists: Disha Spath MD, Carrie Reynolds MD, Sunny Smith MD, Danette LeBaron MD


Friday Morning Sessions (General)

# 7 Recovering From Cases That Make You Cry* Fahd Ahmad MD MSCI

# 8 Tax Planning for White Coat Investors Phil Demuth PhD

# 9 The Psychology of Investing Morgan Housel–Partner, Collaborative Fund


Friday Afternoon Sessions (Breakout)

# 10A Who Owns You? What Happens to the Physician-Patient Relationship When the Doctor Does Not Own the Practice* Kurt Schoppe, MD

# 10B Panel—Extreme Solutions for Burnout—Practice Part-Time or Leave Medicine Completely* Moderator: Leif Dahleen MD; Panelists: Dawn Baker MD MS, B.C. Krygowski MD, Jordan Grumet MD, Crispy Doc

# 11A Choosing Joy Over Despair: How You Can Get Fired Up in your Career instead of Burning Out* Brent Lacey MD

# 11B Student Loans: Past, Present, Future & Advanced Payoff Strategies Ben White MD

# 12A Self-Knowledge: The Key To Managing Physical and Financial Health* Dawn Baker MD MS

# 12B Panel—Investing for Retirement and College Moderator: James M. Dahle MD; Panelists: Leif Dahleen MD, Harry Sit, Paul Merriman, Phil Demuth PhD, Morgan Housel–Partner, Collaborative Fund


Saturday Morning Sessions (Breakout)

# 13A Physician Burnout: Moving Beyond Resilience to Tangible Solutions* Nisha Mehta MD

# 13B Panel—Educating the Next Generation on Wellness and Financial Health* Moderator: James D. Turner MD; Panel Members: Jason Mizell MD, Fahd Ahmad MD MSCI, Jesse Richards DO, Katherine M. Hiller MD MPH, Gaurava Agarwal MD

# 14A Estate Planning—Taking Care of Those You Care About Most Daniel L. Kesten JD LLM

# 14B Panel—Adventures in Burnout: Recognizing and Beating the Burn* Moderator: Crispy Doc; Panel Members: Nisha Mehta MD, James D. Turner MD, The Happy Philosopher, Reflections of a Millenial Doctor

# 15A A Burnout Reduction and Wellness Strategy: Personal Financial Health for the Medical Trainee and Early Career Physician* Trevor J. Royce MD MS MPH

#15B How to Achieve Financial Freedom Using Direct Real Estate Investing While Working as a Physician Letizia Alto MD MA


Saturday Afternoon Sessions (General)

# 16 Protecting Your Patients and Yourself from Malpractice* James M. Dahle MD

# 17 Pay Only Your Fair Share: How to Legally Lower Your Taxes Harry Sit

# 18 How Factor Investing Can Change Your Financial Future Paul Merriman

NOTE: Schedule is subject to change.


The cost of the conference is $1,299. Although this is our “premium product” here at WCI, we still consider this to be an exceptional value. There is not a lower price for dentists, APCs, residents, students, or anything else not only because we think it's already a great value and fully expect to sell out quickly, but also because we don't think it is fair to attending physicians to gouge them with higher conference prices than everyone else. However, from now until midnight MST on Monday, July 22nd, we are offering an “early bird” discount to everybody. From now until then, the conference is available for just $1,199, a $100 discount.

Yes, we're fully aware this is a significant increase from the cost of our last conference ($750) that sold out in just six days. But we're also offering dramatically more. Instead of getting just 12 hours of conference over 2 days, you get 27 hours of conference over 3 days. Instead of getting 6-8 hours of CME/Dental CE, you get 15 hours. Instead of having to pay extra for the online version of the conference (a $399 value), it will be included for FREE! Our swag bag will be even more valuable than last time, including best-selling books from authors speaking at the conference who you will get to meet at book-signing events. Other receptions and events will take place around the conference as well. Drinks and limited food will also be provided by the conference. But most importantly, the education and inspiration you will receive from meeting people you have only known online and being surrounded for 3+ days by doctors of every specialty interested in wellness and financial literacy makes the cost of entry a bargain. Even if you don't have a CME fund, practice owners should still be able to deduct their attendance as a business expense, further reducing the cost.

Las Vegas

Las Vegas is the premier conference destination in the country. Inexpensive, direct flights are available from all over the country and the airport is only a short Uber ride away from the conference hotel. The Paris Las Vegas hotel is located in the very center of the famous Las Vegas Strip. If you cannot find something fun to do in Las Vegas, you suffer from a lack of imagination. Many visitors are surprised to discover that only 22% of revenue in these hotels comes from gambling and that The Strip is a far more family-friendly place than it was 20 years ago. Other activities include dining, clubs, pools, music, comedy, and acrobatic shows. If you need to get away from the neon, Red Rock Canyon, Hoover Dam, Mt. Charleston and Lake Mead beckon. Day or overnight trips to the Grand Canyon, Death Valley, or Zion National Park can also easily be combined with the conference.

If you are looking for cheaper or more luxurious accommodations, there are dozens of possibilities within a mile in every direction, although the Paris Hotel itself is large enough to accommodate our entire conference several times over.

Space is Limited

Although we have more than doubled the size of the conference since Park City in March 2018, we still expect it to sell out. I don't know if it will sell out in minutes, hours, days, or weeks, but I do know that over 20,000 people listen to each podcast, over 26,000 are in the Facebook Group, 16,000 people follow us on Twitter, 25,000 people take the free monthly newsletter, and >150,000 people come by the website each month. These numbers are all far higher than they were in the summer of 2017 when we did registration for Park City and I've been telling people when registration opens for several weeks. So if you want to come to the 2020 Physician Wellness and Financial Literacy Conference, I recommend you register TONIGHT starting at 7 pm MST. Not 100% sure you want to or can come? You can hold your spot all the way until December 1st for just $100 (see below for cancellation fees.)

You can pay with credit, debit, ACH, or ChasePay. You cannot pay with cash, checks, Paypal, or Venmo. Sorry, it was just too much of a pain dealing with mailed checks last time.

Cancellation Fees

  • Prior to December 1st: $100
  • December 1st to February 1st: $500
  • February 1st to March 11th: $1100
  • After March 11th: No refund

Physician wellness and financial literacy conference 2020

You cannot sell your tickets to others. Your ID will be checked at conference check-in. You must show up to get your swag bag; we will not be mailing them.


Be sure to use a real email address that you actually check when registering for the conference. While emails will be sent with updates between registration and the conference, sometimes they end up in spam folders so be sure to also check the official conference page periodically for updates like formalized schedules and other special events (and add editor (at) to your contacts list.)


Register for The 2020 Physician Wellness and Financial Literacy Conference Today!


Continuing Education Credit Information

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Utah Medical Association through the joint providership of the UMA Foundation and The White Coat Investor. The UMA Foundation is accredited by the Utah Medical Association to provide continuing medical education for physicians. The UMA Foundation designates this live activity for a maximum of 15.0 AMA PRA Category 1 Credits™.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

This activity has been planned and implemented in accordance with the standards of the Academy of General Dentistry Program Approval for Continuing Education (PACE) through the joint program provider approval of Embrasure Space and White Coat Investor, LLC. Embrasure Space is approved for awarding FAGD/MAGD credit. AGD ID# 378539


Relevant financial relationships (or none) will be disclosed prior to the conference.

Official Conference Flyer

What do you think? Will you be attending the conference? Do you have questions about the conference? Comment below!