Physician Wellness and Financial Literacy Conference

In March 2018 we held the first ever WCI Conference, also known as the Physician Wellness and Financial Literacy Conference in Park City, Utah. Although it was a ton of work and stress, it turned out to be a smashing success with incredible speakers, awesome attendees, great skiing, and tons of fun. We suspect we will do another conference sometime, probably in 2020. If you are interested in attending, be sure you are signed up for our free monthly newsletter. This conference filled a 300 person room in 6 days, and by the end of day 7, there were 180 people on the waiting list. We expect the next one will fill even faster. This page will be updated as we get closer.

Update March 2019: The next conference will be held March 12-14, 2020 at the Paris Las Vegas Hotel. Registration will open in July 2019, but we expect it to fill quickly so be sure to stay tuned so you know when registration opens. (The best way is to sign-up for the newsletter.) We are currently taking suggestions for speakers from potential attendees and applications from those who wish to be faculty.

In the meantime, we suggest you check out the online version of #WCICON18. All of the lectures and the blogger panel have been packaged up into a slick online course available at Teachable (the same place as the “Fire Your Financial Advisor” course.) It costs just $299 for >13 hours of video and slides. You can even download it onto your iPad or iPhone for when you don’t have an internet connection. Lots of people like listening to it “podcast style” during their commute. Although the original conference offered CME and Dental CE, the online course does not. That doesn’t seem to keep people from getting it paid for out of their CME funds though! Here’s a sample:

Here’s what attendees received at the original conference

  • 12 hours of formal presentations from physicians, book authors, bloggers, and financial professionals
  • 8 Hours of AMA Category I CME (sorry, not all 12 hours will qualify for CME)
  • A sweet swag bag including four books written by authors presenting at the conference
  • First night reception including hors d’oeuvres and a cash bar
  • Hot breakfast each morning of the conference
  • A book signing session with the authors
  • A blogger’s panel where you can get to know your favorite bloggers, including some not presenting at the conference
  • Time between sessions to enjoy the best ski town in America, including the slopes above it
  • A chance to mingle with other doctors interested in personal finance, physician wellness, investing, and business
  • The opportunity to meet online friends in person
  • Access to some of the top minds in physician finance

and the original conference schedule


Thursday, March 1, 2018   Travel Day

  • 5-7 pm     Reception- Main Conference Room
  • 7 pm         Dinner on your own

Friday, March 2, 2018       Conference Day 1

  • 6:30-8 am  Breakfast
  • 7-8 am    The State of Physician Financial Literacy- James M. Dahle, MD, FACEP
  • 8-9 am    How Social Security Affects You- Mike Piper, CPA
  • 9-10 am  Early Career Financial Issues and Interacting with a Financial Advisor- Sarah Catherine Gutierrez, CFP
  • 10-3 pm  Break
  • 3-4 pm    Informal book signing session- meet the authors!
  • 4-5 pm    Physician Burnout – A New Kind of Medical Epidemic- Nisha Mehta, MD
  • 5-6 pm    How Insurance Can Protect A Physician’s Ability to Care For Patients- Lawrence B. Keller, CFP®, CLU, ChFC, RHU, LUTC
  • 6-7 pm    How Physicians Fail at Investing- William Bernstein, MD
  • 7 pm        Dinner on your own

Saturday March 3rd     Conference Day 2

  • 6:30-8 am  Breakfast
  • 7-8 am   Decreasing Physician Tax Burdens and Structuring Your Practice Properly- Mike Piper, CPA
  • 8-9 am   Balancing Work, Family, and Finances- Bonnie Koo, MD
  • 9-10 am How Physicians and Patients Will Pay for Health Care and Other Expenses Now and In Retirement- James M. Dahle, MD, FACEP
  • 10-3 pm  Break
  • 3-4 pm    Blogger’s panel- meet the bloggers!
  • 4-5 pm    Physician Wellness: Are Self-Care and Work-Life Balance Feasible?- Nisha Mehta, MD
  • 5-6 pm    How to Think About Money as a Physician- Jonathan Clements
  • 6-7 pm   Financial Independence: Overcoming the Obstacles to Create the Life and Practice You Desire- Physician on FIRE
  • 7 pm        Dinner on your own

Sunday March 4th     Travel Day

  • Breakfast on your own
  • Travel safely home

Some info about Park City:

Park City

Park City, Utah is America’s premier ski town, and home to its largest resort, Park City Mountain Resort, with its 7,300 acres of skiing terrain as well as luxurious Deer Valley Resort, known for its exquisitely groomed trails and perhaps the best-tasting slopeside cuisine this side of Chamonix. Located just 36 miles from major Delta Airlines hub Salt Lake City along a major interstate highway, Park City sits at an elevation of just 7,000 feet resulting in warmer weather and avoiding the issues seen with altitude sickness at major Colorado resorts, all while enjoying the “Greatest Snow on Earth.” Park City is a major training center for US Winter Olympic athletes and home of the Sundance Film Festival. Even if you don’t like to ski or snowboard, there is still plenty to do in Park City in the Winter. Great dining options for every budget abound.Sponsors

We would like to thank the following sponsors of the original conference. Please show your appreciation whenever possible.

Platinum Sponsor:
FPL Capital Management (fee only, flat fee investment advisor)

Gold Sponsor:
Foster Group (Financial Advisor)

Silver Sponsors:
M.D. Financial Services (Physician disability and term life insurance)
Kent Costello at BMO Harris Bank (Physician mortgage loans)

Bronze Sponsors:
PKA Insurance Group (Physician disability and term life insurance)
Jonathan Brozek at US Bank (Physician mortgage loans)
SoFi (Student loan refinancing)
Contract Diagnostics (Contract Review/Negotiation)
Stephanie Arcelay at SunTrust Mortgage (Physician mortgage loans)
ELFI (Student loan refinancing)
CompHealth (Locum tenens)
Fox & Co. Wealth Management (Financial Advisor)
Mayport Wealth Management (Financial Advisor)

Original Conference Brochure

The Physician Wellness and Financial Literacy Conference Brochure


Interested in the online version?

Buy the WCI Conference today for just $299!

Way cheaper than attending in person and all the same great talks!