Last updated: December 10, 2019

Our next WCI Conference, also known as the Physician Wellness and Financial Literacy Conference or WCICON20, will be March 11-14th at the Paris Las Vegas Hotel and Convention Center in the middle of The Strip in Las Vegas. It had been sold out for months with a long waiting list. However, we had a few more cancellations than expected, burned through the entire waiting list, and actually have 15 spots we just opened up tonight. If you want to come, register fast for one of those spots. If you don’t get one, register anyway and you’ll go on the waiting list. There is no commitment to being on the waiting list, but please don’t abuse that. If a spot opens up, we’ll offer it to you, but if you’re not going to take it, let us know right away so we can give it to someone else. Sign-up here!

From now until the conference runs, the purpose of this page is to update attendees with everything they need to know. After the conference, this page will be converted into an explanation of how to buy the online version of the conference and an announcement for the next conference. If you wish to learn about future conferences, be sure you are signed up for our free monthly newsletter. Bear in mind this one sold out in 22 hours (it was 1/3 sold out in 7 minutes) and the next one will likely go at least as fast if we don’t expand it significantly.

Physician Wellness and Financial Literacy Conference

We hope you are as excited to see us as we are excited to see you! It’s going to be a super fun and high-yield 3 1/2 days in Las Vegas.

Thanks to Our Sponsors!

We appreciate the sponsors who have signed up to support the conference so far. If you would like to sponsor the conference, contact [email protected]






Our room block at the Paris Hotel and the attached Ballys Hotel is now full. Yes, we’re also disappointed that they didn’t let us expand that block. The good news is that there are literally dozens of hotels within a mile of the Paris Las Vegas as it is right in the middle of The Strip. AirBNB is also an option. Parking is generally free at these casino hotels and it wouldn’t be terribly inconvenient to be off-site (and likely cheaper.)

Schedule (Subject to Change)

March 11th (Travel Day)

  • 7am-3pm Conference Staff desperately stuffing swag bags, feel free to drop in and help!
  • 3-7 pm Conference Check-in
  • 5-7 pm Opening Social (Sponsored by Splash! Financial)

March 12th

  • 7:00-11:00 am Conference Check-in
  • 7:00-8:30 am Breakfast (Provided)
  • 8:00-9:00 am James Dahle, MD The State of Physician Wellness: A Review of Literature*
  • 9:00-9:10 am Break
  • 9:10-10:10 am Keynote Sarah Catherine Gutierrez, CFP Exploring the Tax Efficient Waterfall
  • 10:10-10:40 am Caffeine Break (Visit the sponsors)
  • 10:40-11:40 am Keynote Rick Ferri, CFP The Education of an Index Investor
  • 11:40-1:20 pm Lunch Break (on your own)
  • 1:20-2:20 pm Jordan Grumet, MD Bridging the Intimacy Gap Between Doctors and Patients through Shared Storytelling*
  • 1:20-2:20 pm Panel Recognizing and Interacting Appropriately with Financial Advisors Moderator: Jim Dahle, Panel Members: Rick Ferri, Johanna Fox, Randy Gertner, Sarah Catherine Gutierrez, and Steven Podnos
  • 2:20-2:50 Caffeine Break (Visit the sponsors)
  • 2:30-4:00 Book Signing Jim Dahle, Rick Ferri
  • 2:50-3:50 pm Shawni Coll, DO Sexual Health and How it Affects Patient and Physician Well-Being*
  • 2:50-3:50 pm Peter Kim, MD Building Streams of Passive Income
  • 3:50-4:00 pm Break
  • 4:00-5:00 pmRandy Gertner, MD Physician Wellness in the Modern Medical Practice*
  • 4:00-5:00 pm Panel Boosting Career Longevity for Women Physicians* Moderator: Bonnie Koo, MD, Panel Members: Disha Spath, MD, Carrie Reynolds, MD, Sunny Smith, MD, and Danette LeBaron, MD
  • Dinner (On your own)
  • Evening activities TBA

March 13th

  • Breakfast (on your own)
  • 8:00-9:00 am Fahd Ahmad, MD Recovering from Cases That Make You Cry*
  • 9:00-9:10 am Break
    9:10-10:10 am Phil Demuth, PhD Tax Planning of White Coat Investors
  • 10:10-10:40 am Caffeine Break (Visit the sponsors)
  • 10:40-11:40 am Morgan Housel- Partner, Collaborative Fund The Psychology of Investing
  • 11:40-1:20 pm Lunch (On your own)
  • 1:20-2:20 pm Kurt Schoppe, MD Who Owns You? What Happens to the Physician Patient Relationship When the Doctor Does Not Own the Practice*
  • 1:20-2:20 pm Panel Extreme Solutions for Burnout—Practice Part-Time or Leave Medicine Completely* Moderator: Leif Dahleen, MD, Panel Members: Jared Kirkham, MD, Dawn Baker, MD, B.C. Krygowski, MD, Jordan Grumet, MD, Crispy Doc
  • 2:20-2:50 Caffeine Break (Visit the sponsors)
  • 2:20-3:50 Book Signing Jimmy Turner, Phil Demuth
  • 2:50-3:50 pm Brent Lacey, MD Choosing Joy Over Despair: How You Can Get Fired Up in Your Career Instead of Burning Out*
  • 2:50-3:50 pm Ben White, MD Student Loans: Past, Present, Future & Advanced Payoff Strategies
  • 3:50-4:00 pm Break
  • 4:00-5:00 pm Dawn Baker, MD Self-Knowledge: The Key To Managing Physical and Financial Health*
  • 4:00-5:00 pm Panel Investing for Retirement and College, Moderator: James Dahle, Panel Members: Leif Dahleen, Harry Sit, Paul Merriman, Phil Demuth
  • Dinner (On your own)
  • 7 pm FPL Capital/Origin Investments Dinner Event Harvest Restaurant at the Bellagio RSVP

March 14th

  • Breakfast (on your own)
  • 8:00-9:00 am Nisha Mehta, MD Physician Burnout: Moving Beyond Resilience to Tangible Solutions*
  • 8:00-9:00 am Panel Educating the Next Generation on Wellness and Financial Health* Moderator: Jimmy Turner, MD Panel Members: Jason Mizell, MD, Fahd Ahmad, MD, Jesse Richards, MD, Kathy Hiller, MD, Gaurava Agarwal, MD
  • 9:00-9:10 am Break
  • 9:10-10:10 am Daniel Kesten Estate Planning—Taking Care of Those You Care About Most
  • 9:10-10:10 am Panel Adventures in Burnout: Recognizing and Beating the Burn* Moderator: Crispy Doc Panel Members: Nisha Mehta, MD, Jimmy Turner,MD, The Happy Philosopher, and Reflections of a Millennial Doctor
  • 10:10-10:40 Caffeine Break (Visit the sponsors)
  • 10:10-11:40 Book Signing Ben White, Jim Dahle, Harry Sit
  • 10:40-11:40 am Trevor Royce, MD A burnout reduction and wellness strategy: personal financial health for the medical trainee and early career physician*
  • 10:40-11:40 am Letizia Alto, MD How to Achieve Financial Freedom Using Direct Real Estate Investing While Working as a Physician
  • 11:40-1:20 Lunch (On your own)
  • 1:20-2:20 pm James Dahle, MD Protecting Your Patients and Yourself from Malpractice*
  • 2:20-2:50 Caffeine Break (Visit the sponsors)
  • 2:50-3:50 pm Harry Sit Pay Only Your Fair Share: How to Legally Lower Your Taxes
  • 3:50-4:00 pm Break
  • 4:00- 5:00 pm Paul Merriman Factor Investing: Implications on Portfolio Construction
  • 5:00-5:10 pm Conference Wrap-up James Dahle, MD
  • Dinner (On your own)
  • Evening activities TBA

March 15th (Travel Day)

  • Travel home safely!

The Book Swap

We will have a table or two available for a financial book swap. Leave one or take one! Anything left over gets donated.

The Swag Bag

WCICON is known for having the best swag bag of any conference you’ve ever been to. It’s a financial education all by itself, or you can use the books for gifts. Here is some of what will be in there:

Meal Sign-up

As we move closer we hope to facilitate a meal sign-up where you can sign-up to host a meal or simply join other attendees for a meal. All hosts have to do is get a reservation, choose the number of people, and host the listing. It’s all dutch treat. Katie and I don’t plan to eat alone during the conference and look forward to meeting as many of you as we can.