[Editor's Note: Did you miss out on attending the 2021 Physician Financial Literacy and Wellness Virtual/LIVE Conference? It was a production that exceeded all of our expectations and now all talks, panels, and Q&A sessions are bundled up and available to view as our new CFE 2021 course. The content is truly top-notch, absolutely packed with important information, and actionable for every level of investor. CFE 2021 is approved for up to 17 CME credits and can be purchased for $100 off when you buy anytime before March 30th! Gain the knowledge to ensure your financial success RISK-FREE today!]
Registration is open for the 2021 Physician Wellness and Financial Literacy Conference, aka WCICON21 which will take place on March 4-6th 2021! Due to the severity of the ongoing COVID pandemic, this year we have decided to provide a completely safe and live virtual experience that you can enjoy from anywhere in the world. Even though the event will not be in-person this year, we still hope to recreate as much of the feel of going to WCICON as we possibly can. This is not an online course; it is very much a conference.
Each day of the conference will have live, interactive events. Our keynote speakers will travel to Salt Lake City. Including the AV crew and WCI staff, the 15 or so of us will be bubbled up at a hotel and presenting live. Our breakout session speakers will remain in their homes, but will still be available to answer questions from participants after their presentations. There will also be online chat rooms (including one for each lecture) where conference attendees can interact with one another.
WCICON is known for having the best swag bags around. This year the conference kit will include books written by speakers, a WCI T-shirt, and swag from the sponsors (approximately $100 value). If you sign up by January 11th, we will ship these to you so that you can have them in hand when the conference begins. Unfortunately, we won't be providing you any meals this year, but that has an upside too—the conference will be much cheaper than last time despite offering dramatically more content and CME!
CME for physicians, medical professionals, and CE for dentists will be available pending approvals. This activity is estimated to include up to 17 AMA PRA Category 1 Credit(s)™ and dental CE credits. That may allow you to use your employer-reserved CME funds to pay for it, and/or write it off as a business expense. Considering how many conferences were canceled this year, many of you are still sitting on unspent funds. I can't think of a better use for them.
Keynotes
Keynote speakers this year include:
Christine Benz, author and Director of Personal Finance at Morningstar®
I've been wanting to get Christine out to a conference for a long time. Despite hating investing when young, she has now spent a whole career working to help investors reach their financial goals. Her favorite compliment from mutual fund managers? “I didn’t necessarily like your analysis of my fund, but I thought it was fair.”
Allan Roth, MBA, CFP®, CPA, author, columnist, and Financial Advisor
Allan has a penchant for pointing out embarrassing things in the financial services industry that they really do not want to talk about. A fan of simple, low-cost investing, he is convinced that even a second grader can be taught to invest effectively.
Mike Piper, CPA, author and blogger at Oblivious Investor
Mike was the highest-rated speaker from WCICON-Park City back in 2018 and I'm excited to have him back. One of the humblest people I've ever met, his breadth of investing knowledge is matched only by his depth of knowledge on a few topics (like Social Security) that he may know more about than anyone else in the world. Prior conference attendees said “Mike Piper came across as the most knowledgeable one in the room. I am thirty years away from any of the SS decisions, but I was enthralled with the info.”
Yes, I'll be giving a live talk or two as well and we'll get all of these folks onto some panels with the WCI Network bloggers and answer your personal finance, investing, and wellness questions as best we can.
Breakout Speakers
One thing I'm really proud of and excited about with this virtual WCICON is how much content we can offer you. Most of the time, the number of breakout speakers we can have in the conference is limited by space, time, and frankly the expense of bringing them all out. Those limitations don't apply nearly as much this year, so we have absolutely packed the conference full and overflowing with awesome content. Like most big medical conferences, you simply cannot attend it all. (Although I suppose you can try, since we'll record it and give you unlimited access afterward.)
We have divided the breakout sessions into three broad topics:
Wellness
Featuring talks that help you to overcome burnout, find purpose in your life and career, and balance the craziness that is life as a doctor in the COVID era.
Introductory Finance
Perfect for anyone, no matter their level of financial sophistication. These speakers are told to assume you know nothing, define all their terms, and inspire you to reach your financial goals.
Advanced Finance
Advanced Finance speakers are for those of you looking for the next step. I can guarantee you're going to learn something you've never heard before in this track.
The best part? You're not required to stick with just one track. Bounce around from one to the other or even attend them all (eventually). Here's a sample of some of the speakers and lectures you'll see in each track:
Wellness
- When Life Gives You Lemons: Unexpected Wisdom from a Young Physician — Audrey J. Roberts, MD
- Developing a Writing Habit: Benefits and Strategies — Ben White, MD
- How to Cast Vision as a Physician Leader, and Why That Is the Cure for Your Toxic Organizational Culture — Brent Lacey, MD
- You're Burned Out…Now What? — Dawn Baker, MD
- So You Want to Take a Sabbatical — Gayle Galletta, MD
- Don't Let Your Side Hustle Go Sideways — Jeff Steiner, DO, MBA
- Changing Your Life One Line at a Time — Jennifer G. Christner, MD
- Financial Freedom Means Changing (Some) Behaviors — Jess Thompson, MD
- Romaine Calm: A Salad-Gold Evidence-Based Approach to Nutrition — Josh Liberman, MD
- The Biggest Investment You Will EVER Make — Kate Louise Moreng Mangona, MD
- The Gap Between Lifespan and Healthspan: Financial/Medical Implications for an Aging Populace — Khalid H. Sheikh, MD, MBA
- How to Fall Back in Love with Medicine — Muni N. Tahzib, MD
- Burned Out on Burnout? Real Solutions to Reclaim Joy and Meaning in Medicine — Sanj Katyal, MD
- Living your Bucket List: How focusing on death can allow you to live a life on purpose– Faryal Michaud, DO
- How to Survive and Thrive as a Divorced Doctor– George Hwang, MD
- Panel — Military Docs: Benefits and Challenges of Balancing Career and Service — Mark Herman, MBA, CFP
- Panel- Wellness Benefits of Working with a Physician Coach
Introductory Finance
- Debtabetic Neuropathy — Cory Fawcett, MD
- How to Have Money Conversations with Your Spouse and Family That Don't End in Fights — Brent Lacey, MD
- Panel — Career Longevity for Women Physicians — Catherine Wagoner, MD
- Financial Momentum for the Early Career Doc — Barbara Hamilton, MD
- Student Loans: A Gateway to Teaching Finance — Ben White, MD
- First Aid for Financial Literacy: High-Yield Topics Your Residents Need to Know — Brennan Boyd, MD
- Disability and Life Insurance Planning — Larry Keller, CFP, CLU, ChFC, RHU, LUTCF
- The Money Mindset Transformation Class You Wish You Had in Training — Latifat Alli-Akintade, MD
- How to Build Another Source of Income by Investing in Real Estate — Letizia Alto, MD
- The Top Mindsets and Skillsets Needed to Ensure Financial Freedom in the COVID19 Era — Christopher H. Loo, MD-PhD
- Stop Marketing, Start Sharing Value — Dena George, MD
- How First-Generation College Graduates Can Reach Financial Independence — Dewan Farhana, DO
- Financial Planning for Gen X and Gen Y Physicians — Chad Chubb, CFP, CSLP
- Successful Budgeting: The First Step on the Pathway to Wealth — Disha Spath, MD
- More Compensation: Your Best Investment — Kyle Claussen, JD
- How to Nail Your Next Negotiation in 3 Simple Steps — Linda Street, MD
- How to Raise Financially Fit Kids — Sanghamitra Sadhu, MD
- Panel- Developing a Financial Literacy Curriculum
- The Foundations to a Great Tax Plan- Alexis Gallati, EA, MBA, CTP
Advanced Finance
- Asset Protection — Jay Adkisson, JD
- Funding Retirement Through Real Estate — Cory Fawcett, MD
- Estate Planning — Daniel Kesten, JD
- How to Evaluate a Real Estate Syndication — Chad Doty
- Succession Planning Surrounding Your Practice Real Estate — Collin Hart, MBA
- Taxes and the White Coat Retirement — David Graham, MD
- Medical Practice Buy-Ins — Dennis Hursh, JD
- Using the Insights from Behavioral Finance to Become a Better Investor — John Lim, MD
- Retirement Plans for Medical and Dental Practices — Konstantin Litovsky, RIA
- How to Invest Passively in Real Estate While Still Working Your Day Job — Lane Kawaoka, PE
- The Business of Healthcare and Health Care Strategy — Manpreet Samra, MD, MBA
- How to Launch and Build an Expert Witness Business– Gretchen Green, MD
- How to Evaluate and Invest in a Real Estate Private Equity Fund?– Alan Donenfeld, MBA
- Beyond the Basics: Crucial Disability Insurance Facts Only the Agents Know– Matthew Wiggins
Plus participation by Leif Dahleen, MD, Peter Kim, MD, and James Turner, MD!
You can see why I'm so excited about this conference. Altogether, there will be over 50 hours of content in this “2 1/2 day conference”.
Deadlines and Costs
The Physician Wellness and Financial Literacy Conference cost is $899. We have a 100% refund policy for two weeks after the date you register, but you must request that refund at least 30 days before the conference. Email eve[email protected] if you need to take advantage of that.
Unlike the last WCICON, which sold out in 23 hours, we expect registration to stay open until the event. However, there are a few dates you should be aware of.
- November 30th — The last day you can get early bird pricing on the conference, a $120 discount (i.e. if you buy in November, it is only $779)
- January 11th — The last day you can register and still receive a swag bag
- February 2nd — The last day to get a refund (assuming you registered within 2 weeks before)
- March 4th-6th — The conference itself
Register for the 2021 Physician Wellness and Financial Literacy Conference Today for Just $899!
White Coat Investor Conference Flyer
Any questions about the conference? Post them here!
Very excited for WCICON 2021! I was curious if recordings of the talks will be available to those who register for review afterward. Thanks!
Yes. Indefinitely.
As above!
Will we have access to the lectures by link if we aren’t able to log into the conference in real time?
Yes. Indefinitely.
Had a question by email:
We expect final approval this week, but this is really a non-issue. If the talks we expect to qualify unexpectedly don’t, they’ll be changed until they do. It’s not like the content and approval process is out of our control.
Now maybe we end up with 15 or 18 instead of 17 credits, but there will certainly be enough CME/CE credits to justify your purchase to whoever approves the spending of your designated CME money. So I’ll just go ahead and promise you a 100% refund if the conference is not approved at all for CME/CE. There’s no risk of that happening.
Looks like a fantastic line up!
However, I think I will sit this one out. The first two were definitely fun, but for me the funnest parts of the conferences were the travel and total immersion in personal finance nerdiness. Kinda like going to our national conference, I (maybe) might pick up a couple new nuggets for my practice, but primarily I go to hang out with overpriced but deductible hotel beers and/or enjoy the novelty of TV in bed. Not a criticism at all, just a reflection of my own educational development.
One idea, probably too much a PITA, but could there be an a la carte option? I would sign up for Piper, for example.
We’re going to try to recreate that feel as best we can, but alas, even with our current impressive technological capabilities there are limitations. See you next time.
No plans for a la carte, sorry!
Yipee! More political discussions :o)
Not sure what you’re referring to.
Hello,
I am debating on where to spend my remaining CME. On this conference or on “Continuing Financial Education 2020 Course”.
I would like to say I am looking for more advanced material and insights as I’ve already navigated through most of your blogs, listened to all podcasts, follow all your recommendations, read multiple books, etc.
Let me know your thoughts! Thank you very much for all that you do!!
Why not both? 🙂 Or use 2020 money for the 2020 course and 2021 money for WCICON21 (you can buy until 1/11).
But if you only have enough money for one, it is about when you want to get started. If you want to start now, get the 2020 course because WCICON21 isn’t until March.
Hello–I just tried to register today (twice) and I was not given a drop down menu for my state (Rhode Island) . I also could not fill in the data in the text box. Is there a glitch?
Hi! I tried to register a couple of times today (12/1/20) and could not put my state in the address section. I could not fill in the text box and there was no drop down menu. Can you help?
Yes, email [email protected] and she’ll get you taken care of. If there is an issue with getting today’s discount price before the deadline, refer to this comment.
I’d like to attend the conference, but I cannot take off both of the days from clinic duties. Will the CME credit be available, if I watch the presentations a week later? Thanks!
Yes.
How do I get the CME once I’ve completed the course? Thank you.
Instructions are in all of our online courses that are eligible for CME, but if you’re having trouble, email [email protected] and we’ll help you get it sorted out.
Is the full program available for the 2021 conference? I am already registered but want to know the exact program. Thanks!
It’s still being finalized but will be published when it is. There will be live presentations each day as well as a plethora of pre-recorded options.
Due to clinic duties conflicts, what would I loose by not experiencing in real time (other than Q&A session after lectures)? Is there a final agenda available so I can adjust some of my schedule to be sure to attend at least parts of the conference live?
The final agenda will be out soon. Everything, including the Q&As, I believe will be available afterward to you. You just wouldn’t be able to ask the questions yourself.
I’m interested to register for WCI today. will registrants still receive a swag bag at this late a date?
Unfortunately no, they’ve all been ordered, packaged, shipped, and received at this point. I still think the conference is a great value, but you won’t get a swag bag. It just wasn’t logistically possible. Wouldn’t have been even if the conference was in person. I mean, we’re less than a week out at this point.
Do you have dates and location for the 2022 Conference already?
Feb 9-12th, 2022 in Phoenix. Bill Bernstein just agreed to speak too so it should be a great event.
Could you please call me on my cell 610-246-0951? Thanks
No. But if you email me I’ll think about getting on the phone with you. editor (at) whitecoatinvestor.com
Or perhaps one of our staff members can assist you with something.
1. What is the difference between virtual WCI 2022 conference the Continuing Finance virtual Course 2021? Will topics overlap? Trying to decide which one to purchase (only allowed one through work).
2. Is the general schedule for WCI 2022 final, or will there be additional talks? WCI 2022 seems to have more wellness talks and less finance (compared to the CFE 2021 virtual course) or am I wrong?
Thank you. Great information on your sites and books.
1. Well, you can see what is in the CFE2021 course. There is always going to be some overlap of topics, but the actual talks are almost 100% different. I prepare entirely new talks for every WCICON as far as my two talks go. I guess if you’re trying to decide, it comes down to when you want to start. If you want to start now, then buy the CFE2021 course. If you’re okay waiting until February to get started, then I’d get the most recent stuff at that point and that’s the virtual version of the conference. There’s more to the conference than just the course too.
2. It’s never final. Heck, 25% of the presenters didn’t show up to WCICON20 mostly due to pandemic related travel limitations from their employers. Hopefully that’s a once in a lifetime event. It’s mostly final though, but I expect a change or two to occur due to unforeseen circumstances. I think the mix of wellness to finance is pretty similar for both conferences and the resulting courses. As a general rule, the wellness content is what allows you to buy the conference/course with your CME dollars, so we try to ensure there is enough there that there should not be an issue with those approving use of your CME dollars.